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Help Center

Step-by-step guides and manuals for getting the most out of LedgerMind.

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Accountants & Firms

Running a practice on LedgerMind with the Team plan.

How to apply for the Team plan and use the Practice Portal: invite clients, create managed companies, and open any client's books.

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Getting your transactions into LedgerMind.

Set up a secure, automatic daily sync of your New Zealand bank transactions using an Akahu Personal Token — no more CSV exports.

The import template for uploading bank transactions manually. Download, fill in your rows, and import.