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What are the steps for uploading banking transactions to doola Books?
What are the steps for uploading banking transactions to doola Books?
Updated over a month ago

There are several options available to upload your banking transactions to doola Books:

  1. Link External Accounts: You can link any number of external accounts, including credit cards and merchant processing accounts, to automatically pull external transactions into doola Books.

  2. Manually Upload Transactions: If your bank is not supported with the automated linking process, you can easily upload bank statements, and doola Books will populate these transactions in the right place. You can use manual uploads to load transactions for as far back in time as you’d like.

By uploading transactions into doola Books, you can easily track all of your financial activity in one user-friendly platform. This streamlines your financial management process, giving you more time to focus on growing your business.

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