Linking your bank account to doola Books can be useful in quickly tracking your expenses and income in an automated way. Once your account is linked, all the transactions will be automatically recognized as expenses and income.
Linking your bank account via Plaid to doola Books is pretty easy! Just follow these steps:
Login to your doola dashboard. On the menu panel (located on the left) click on "Books" and then "Income Center".
Click on "Link Account"
Follow the prompts to search for your bank account.
Link it using your login credentials for the bank
If you can't find your banking institution it's likely you won't be able to link it to doola books and you'll need to add your income and expense items manually.