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?
You can upload your banking transactions to doola Books either by connecting your bank account for automatic syncing, or by entering transactions manually. To connect automatically, link your bank account (and other accounts like credit cards or merchant processing accounts) through Plaid. Once connected, doola Books automatically pulls in your transactions and recognizes them as expenses or income, so your bookkeeper always has up-to-date records without any extra work from you.
If your bank or financial platform isn't supported by Plaid (this can happen with some platforms, such as [Slash](https://www.doola.com/go-slash/)), you can enter those transactions manually instead. Manual entry also gives you a reliable fallback whenever an automatic sync isn't available, ensuring your books stay accurate for tax and compliance purposes either way.