Documentation

Everything you need to set up and master Ledger Loom for your accounting practice.

Link your QBO account to sync clients, invoices, services, and tax codes automatically.

Create client records, set up entities, assign services, and invite clients to the portal.

Add accountants, bookkeepers, and administrators with the right roles and permissions.

Master the task board, My Day view, invisible time tracking, and task delegation.

Understand the invoice queue, per-task billing overrides, and accounting system sync.

Everything your clients need to know about using the Ledger Loom Client Portal.