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It does not say yet whether that includes an app you add yourself, like LedgerSync.\nIf a run cannot use LedgerSync, paste the instructions in a new chat when you want the file.`]})})}),_jsx(_MdxComponentBoundary,{name:`AiNote`,children:_jsx(AiNote,{tone:`gray`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Using Grok?`}),` Paste the instructions in a new chat when you want the file.`]})})}),_jsx(_MdxComponentBoundary,{name:`AiStep`,children:_jsxs(AiStep,{id:`open`,n:3,total:4,title:`Open the run`,children:[_jsxs(_components.p,{children:[`When a run is done, open it. In Claude, click `,_jsx(_components.strong,{children:`Scheduled`}),` in the left sidebar. In ChatGPT, go to `,_jsx(_components.strong,{children:`Scheduled`}),`.`]}),_jsx(_components.p,{children:`The run says how many transactions are ready and gives you a link. Nothing new? It says so, with no link.`}),_jsxs(_components.p,{children:[`Claude can tell you on your phone when a run is done. In ChatGPT, turn on task notifications in `,_jsx(_components.strong,{children:`Settings`}),`, then\n`,_jsx(_components.strong,{children:`Notifications`}),`: push, email or both.`]})]})}),_jsx(_MdxComponentBoundary,{name:`AiStep`,children:_jsxs(AiStep,{id:`download`,n:4,total:4,title:`Click the link, then Download`,children:[_jsxs(_components.p,{children:[`Click the link. A LedgerSync page opens: `,_jsx(_components.strong,{children:`Download your categorized transactions`}),`. Click `,_jsx(_components.strong,{children:`Download`}),`. Your\nbrowser saves the file.`]}),_jsxs(_components.p,{children:[`LedgerSync marks those transactions `,_jsx(_components.strong,{children:`Synced`}),`, as when you export them in the app.`]})]})}),_jsx(_MdxComponentBoundary,{name:`AiNote`,children:_jsx(AiNote,{tone:`green`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Nothing is marked until you click Download.`}),` A link nobody opens changes nothing. 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If none are waiting, it says so, with no\nlink.`}),`\n`,_jsxs(_components.li,{children:[`You click the link, then `,_jsx(_components.strong,{children:`Download`}),`. LedgerSync makes the file, the same one `,_jsx(_components.strong,{children:`Export Transactions`}),` makes in\nthe app, and marks those transactions `,_jsx(_components.strong,{children:`Synced`}),`.`]}),`\n`,_jsxs(_components.li,{children:[`The next run gives you only the transactions that were not exported yet: the ones you accepted after that, and\nany from a link nobody clicked `,_jsx(_components.strong,{children:`Download`}),` on.`]}),`\n`]}),_jsx(_MdxComponentBoundary,{name:`AiNote`,children:_jsx(AiNote,{tone:`gray`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Which transactions?`}),` The ones the LedgerSync app shows when you click `,_jsx(_components.strong,{children:`Rules Engine`}),`, then `,_jsx(_components.strong,{children:`Manual`}),`, then\n`,_jsx(_components.strong,{children:`Transactions`}),`, and pick `,_jsx(_components.strong,{children:`Categorized`}),` and `,_jsx(_components.strong,{children:`Not Synced`}),`. They come from every Manual client you see in\nLedgerSync, or from the one client you named. Not the firm owner or an administrator? You see only the clients\nassigned to you. Clients connected to QuickBooks or another accounting app are left out.`]})})}),_jsx(_MdxComponentBoundary,{name:`AiNote`,children:_jsx(AiNote,{tone:`gray`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`The file holds what is waiting when you first click Download.`}),` If you accepted or exported transactions after\nthe run, the file can have a different number than the AI said.`]})})}),_jsx(_MdxComponentBoundary,{name:`AiNote`,children:_jsx(AiNote,{tone:`gray`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`One list with the app.`}),` When you export transactions with `,_jsx(_components.strong,{children:`Export Transactions`}),` in the LedgerSync app, they\nare marked `,_jsx(_components.strong,{children:`Synced`}),` too, so the next link leaves them out. And the transactions you download with a link leave\nthe app’s `,_jsx(_components.strong,{children:`Not Synced`}),` list.`]})})}),_jsx(_components.h2,{children:`What it does not do yet`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Email the file, or save it to a cloud folder. You download it from the link.`}),`\n`,_jsxs(_components.li,{children:[`Keep the schedule in LedgerSync. Claude or ChatGPT runs it: you find it under `,_jsx(_components.strong,{children:`Scheduled`}),` there.`]}),`\n`,_jsx(_components.li,{children:`Choose dates, accounts, payees or categories. The file has every categorized transaction not exported yet.`}),`\n`,_jsx(_components.li,{children:`More than 10,000 transactions in one file. Export a big backlog once in the LedgerSync app first, as in the table\nbelow.`}),`\n`,_jsxs(_components.li,{children:[`Clients on QuickBooks, Zoho Books or another accounting app. For QuickBooks Online clients, see\n`,_jsx(_components.a,{href:`/ai/quickbooks-bookkeeping`,children:`Bookkeeping into QuickBooks`}),`.`]}),`\n`]}),_jsx(_components.h2,{children:`Your client’s data`}),_jsx(_MdxComponentBoundary,{name:`AiNote`,children:_jsx(AiNote,{tone:`yellow`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Don’t forward the link.`}),` Anyone who has it can download the file while it works, for 24 hours. It stops working\nsooner if your LedgerSync password is changed, or if your login can no longer use LedgerSync in AI apps. Removing\nLedgerSync from your AI app does not stop it. Forwarded it by mistake? Change your LedgerSync password: see\n`,_jsx(_components.a,{href:`/ai/troubleshooting#turn-off`,children:`Turn it off`}),`.`]})})}),_jsx(_MdxComponentBoundary,{name:`AiNote`,children:_jsx(AiNote,{tone:`gray`,children:_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your AI does not see the transactions.`}),` It sees how many are ready, and the link. The file goes from LedgerSync\nto your browser, not through the AI.`]})})}),_jsx(_components.h2,{children:`If something goes wrong`}),_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`The AI or the page says`}),_jsx(_components.th,{children:`Do this`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`It doesn’t know how to do this`}),_jsxs(_components.td,{children:[`Your AI may still have an older copy of LedgerSync’s tools. Do `,_jsx(_components.a,{href:`/ai/troubleshooting#after-an-update`,children:`After a LedgerSync update`}),`, then start a new chat. On ChatGPT Business, Enterprise or Edu, ask your workspace admin to refresh LedgerSync’s tools. On Enterprise and Edu, also ask them to turn on the new export tool under `,_jsx(_components.strong,{children:`Action control`}),`.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Nothing new to export`})}),_jsxs(_components.td,{children:[`No categorized transaction is waiting: they were exported already, in the app or with an earlier link, or none were accepted yet. Nothing was marked. Accept transactions in LedgerSync first (they move to `,_jsx(_components.strong,{children:`Categorized`}),`), then ask again.`]})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[`More than 10,000 transactions are waiting. Or the page says `,_jsx(_components.strong,{children:`Too many transactions for one file`})]}),_jsxs(_components.td,{children:[`That is more than one file holds. Export them once in the LedgerSync app: click `,_jsx(_components.strong,{children:`Rules Engine`}),`, then `,_jsx(_components.strong,{children:`Manual`}),`, then `,_jsx(_components.strong,{children:`Transactions`}),`. Pick `,_jsx(_components.strong,{children:`Categorized`}),` and `,_jsx(_components.strong,{children:`Not Synced`}),`, select the transactions, click `,_jsx(_components.strong,{children:`Export Transactions`}),`, then `,_jsx(_components.strong,{children:`ACS`}),` or `,_jsx(_components.strong,{children:`Default`}),`. Or ask the AI for one client at a time. After that, each link has only the new ones.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`This link no longer works`})}),_jsx(_components.td,{children:`The link is more than 24 hours old, your LedgerSync password was changed, or your login can no longer use it. Go back to your chat and ask the AI for a new link: it has every transaction not exported yet.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`A run waits for your approval`}),_jsxs(_components.td,{children:[`In Claude, open the run under `,_jsx(_components.strong,{children:`Scheduled`}),` and allow it, then check that the task’s approval is `,_jsx(_components.strong,{children:`Auto`}),`. In ChatGPT, go to `,_jsx(_components.strong,{children:`Scheduled`}),` and review the approval there.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`A client is missing`}),_jsx(_components.td,{children:`Only Manual clients are in the file. Clients connected to QuickBooks or another accounting app are left out. Not the firm owner or an administrator? You see only the clients assigned to you in LedgerSync.`})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`LedgerSync is busy`}),` Or: `,_jsx(_components.strong,{children:`This file could not be downloaded`})]}),_jsxs(_components.td,{children:[`Wait a minute, then click `,_jsx(_components.strong,{children:`Download`}),` again. If the first try got through, you get the same file.`]})]})]})]}),_jsx(Accordion,{title:`More messages: read-only connection, limits, the link's page, a client on another accounting app, the same transactions twice`,id:`more-messages-read-only-connection-limits-the-links-page-a-client-on-another-accounting-app-the-same-transactions-twice`,children:_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`The AI or the page says`}),_jsx(_components.th,{children:`Do this`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`This connection is read-only or lacks permission for this action.`})}),_jsxs(_components.td,{children:[`The export needs a LedgerSync connection that can change data, because `,_jsx(_components.strong,{children:`Download`}),` marks transactions `,_jsx(_components.strong,{children:`Synced`}),`. Email `,_jsx(_MdxComponentBoundary,{name:`AiEmail`,children:_jsx(AiEmail,{})}),`.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Your LedgerSync login cannot export these transactions.`})}),_jsxs(_components.td,{children:[`Email `,_jsx(_MdxComponentBoundary,{name:`AiEmail`,children:_jsx(AiEmail,{})}),`.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`This connection has used the export tool too many times this hour`}),_jsx(_components.td,{children:`Each AI app you connect can make 30 export links an hour. Try again next hour.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Too many tries`})}),_jsxs(_components.td,{children:[`A link takes 5 clicks on `,_jsx(_components.strong,{children:`Download`}),` a minute. Wait a minute, then click `,_jsx(_components.strong,{children:`Download`}),` again.`]})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`This link could not be opened`})}),_jsx(_components.td,{children:`Wait a minute, then reload the page.`})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`This client is connected to an accounting platform, so its transactions are not exported as a file.`}),` Or the page says `,_jsx(_components.strong,{children:`This client is not a Manual client`})]}),_jsxs(_components.td,{children:[`Its transactions go to its accounting app instead. For a QuickBooks Online client, see `,_jsx(_components.a,{href:`/ai/quickbooks-bookkeeping`,children:`Bookkeeping into QuickBooks`}),`. For another accounting app, use the LedgerSync app.`]})]}),_jsxs(_components.tr,{children:[_jsxs(_components.td,{children:[_jsx(_components.strong,{children:`None of the clients this LedgerSync login manages is a Manual client.`}),` Or the page says `,_jsx(_components.strong,{children:`No Manual clients`})]}),_jsx(_components.td,{children:`Every client you see in LedgerSync uses an accounting app, or no client is assigned to you yet. Ask your firm’s LedgerSync owner.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`It cannot find the client`}),_jsx(_components.td,{children:`Ask “Find my client …” first. Not the firm owner or an administrator? You see only the clients assigned to you in LedgerSync.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`The same transactions came in two files`}),_jsxs(_components.td,{children:[`LedgerSync could not mark them `,_jsx(_components.strong,{children:`Synced`}),` after the first download, so the next link had them again. Import them only once. Clicking `,_jsx(_components.strong,{children:`Download`}),` again on the first link, within 24 hours, marks them.`]})]})]})]})}),_jsxs(_components.p,{children:[`Anything else? See `,_jsx(_components.a,{href:`/ai/troubleshooting`,children:`Troubleshooting`}),`.`]}),_jsxs(AccordionGroup,{children:[_jsxs(Accordion,{title:`For developers: the tool and what it changes`,id:`for-developers-the-tool-and-what-it-changes`,children:[_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Tool`}),_jsx(_components.th,{children:`What it does`}),_jsx(_components.th,{children:`Changes data`})]})}),_jsx(_components.tbody,{children:_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.code,{children:`ledgersync_get_categorized_export_link`})}),_jsx(_components.td,{children:`How many of the Manual clients’ categorized transactions are not exported yet, and a 24-hour link to them as the LedgerSync app’s Default or ACS export file`}),_jsxs(_components.td,{children:[`No: pressing `,_jsx(_components.strong,{children:`Download`}),` on the link’s page marks them Synced`]})]})})]}),_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.code,{children:`format`}),` is `,_jsx(_components.code,{children:`default_csv`}),` (the app’s Default export, a CSV file) or `,_jsx(_components.code,{children:`acs_xlsx`}),` (its ACS export, an Accounting\nCS Excel file). The optional `,_jsx(_components.code,{children:`client_id`}),` (`,_jsx(_components.code,{children:`cli_...`}),`) names one Manual client. Without it, the tool covers\nevery Manual client the person manages: an employee, the clients assigned to them.`]}),`\n`,_jsxs(_components.li,{children:[`It returns `,_jsx(_components.code,{children:`ready_transactions`}),`, `,_jsx(_components.code,{children:`manual_clients`}),` and `,_jsx(_components.code,{children:`clients_left_out`}),` (the clients with a QuickBooks, Zoho\nBooks or other accounting connection, which it leaves out). When at least one transaction is ready, it also\nreturns `,_jsx(_components.code,{children:`download_url`}),` and `,_jsx(_components.code,{children:`expires_at`}),`, and its `,_jsx(_components.code,{children:`next_step`}),` tells the AI to hand over the link without\nopening it. With nothing waiting there is no link. With more than 10,000 waiting the tool refuses, and its\n`,_jsx(_components.code,{children:`next_step`}),` says to export once in the app or to name one client.`]}),`\n`,_jsxs(_components.li,{children:[`A named client with an accounting connection is refused with `,_jsx(_components.code,{children:`invalid_request`}),` and a `,_jsx(_components.code,{children:`next_step`}),`, and so is a\nlogin that manages no Manual client.`]}),`\n`,_jsxs(_components.li,{children:[`Calling the tool changes nothing, so it is annotated read-only, and a scheduled task with approval set to Auto\nruns it without asking. It still needs `,_jsx(_components.code,{children:`write:accounting`}),`, because the link’s `,_jsx(_components.strong,{children:`Download`}),` marks the\ntransactions: a read-only connection gets `,_jsx(_components.code,{children:`insufficient_scope`}),`.`]}),`\n`,_jsxs(_components.li,{children:[`Opening the link changes nothing: it shows a page whose `,_jsx(_components.strong,{children:`Download`}),` button sends a POST. The first press\nchecks the connection again, takes the transactions waiting at that moment, builds the file with the app’s\nown export code and file name, and marks them Synced, with the same mark as the app’s Manual export. Later\npresses within 24 hours return the same transactions under the same file name and mark nothing new. Nothing\nspends the link.`]}),`\n`,_jsx(_components.li,{children:`If marking fails, the file is still returned, the transactions stay Not Synced, and the next press on that\nlink tries again.`}),`\n`,_jsx(_components.li,{children:`The app and the tool share one queue: an export from the app marks the same transactions, so the next link\nleaves them out. LedgerSync stores no schedule: Claude’s own scheduled tasks call the tool (ChatGPT’s are not\nconfirmed yet).`}),`\n`,_jsxs(_components.li,{children:[`No new error codes: `,_jsx(_components.code,{children:`invalid_request`}),`, `,_jsx(_components.code,{children:`not_found`}),`, `,_jsx(_components.code,{children:`insufficient_scope`}),`, `,_jsx(_components.code,{children:`rate_limit_exceeded`}),`,\n`,_jsx(_components.code,{children:`upstream_unavailable`}),` and `,_jsx(_components.code,{children:`internal_error`}),`.`]}),`\n`,_jsxs(_components.li,{children:[`See `,_jsx(_components.a,{href:`/ai/developers`,children:`For developers`}),` for every tool.`]}),`\n`]})]}),_jsx(Accordion,{title:`For developers: limits`,id:`for-developers-limits`,children:_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`One file holds up to 10,000 transactions.`}),`\n`,_jsx(_components.li,{children:`Each connected AI app can make 30 export links an hour. A call that could not reach LedgerSync is not counted.`}),`\n`,_jsxs(_components.li,{children:[`A link works for 24 hours and takes 5 presses of `,_jsx(_components.strong,{children:`Download`}),` a minute.`]}),`\n`,_jsx(_components.li,{children:`A firm’s downloads run one at a time. 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