For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt

How do I upload banking transactions to doola Books?

Linking their bank account to doola Books can be useful in quickly tracking their expenses and income in an automated way. Once their account is linked, all the transactions will be automatically recognized as expenses and income. Linking their bank account via Plaid to doola Books is pretty easy! Currently, doola supports manual entry for transactions. Automatic syncing with banking platforms may be limited due to third-party restrictions. Future integrations may improve automation. Manual entry ensures accurate reporting for tax and compliance purposes. There are several options available to upload their banking transactions to doola Books: Link External Accounts: businesses can link any number of external accounts, including credit cards and merchant processing accounts, to automatically pull external transactions into doola Books. You can securely connect your bank accounts to doola’s bookkeeping platform via Plaid. This allows for automatic import of your transaction data, ensuring your bookkeeper has the information needed for accurate records.