For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Why can’t I access features like adding team members or linking an external bank account?
Some plans include bookkeeping software access; manual entry or software use is required unless you purchase add-on human bookkeeping services. doola provides the tools, but ongoing work is owner-driven unless you hire support.
Some features on the doola platform are available only for specific plan types, which is why you may not see everything right away.
If you’re on the Tax and Compliance or Business-in-a-Box™ plan, you can link your external bank account through Plaid and get full access to our bookkeeping, e-commerce insights, and ad analytics tools.
At the moment, the ability to add team members to your doola account is not yet available. We know this is an important feature for growing businesses, and it is already on our product roadmap. Our team is actively working on bringing multi-user access to the platform.
If you need help checking your plan type or accessing any specific feature, feel free to reach out — we’re here to help!