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 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! Currently, doola supports manual entry for transactions. Automatic syncing with banking platforms may be limited due to third-party restrictions, including for some financial platforms such as Slash. Future integrations may improve automation. Manual entry ensures accurate reporting for tax and compliance purposes. There are several options available to upload your banking transactions to doola Books: 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. 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.