DOKKA

Start Using Your Bookkeeping DOKKA Account 8

• How to Log into DOKKA for the First Time
• Setting up your Organization
• Connecting to Your Accounting Software
• Creating a Company
• Adding Users to Your Company

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Non-Financial Users and Clients 2

• Why is my Accountant/Bookkeeper Using DOKKA?
• Getting Started for Clients: Table of Contents

General FAQ 22

• How do I determine what version of Google Chrome I'm using?
• How can I upload a confidential document?
• How can I change the default payment date?
• How to Reset or Restore your Password
• How to change DOKKA's language?

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Faults & Warnings 7

• Data and Access Protection
• Why can't I log into DOKKA on my phone?
• The document is grouped in the wrong category
• Clear your browser's cache - domain settings
• Why is DOKKA Performing Slowly?

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Bookkeeping Terminology at DOKKA 3

• All about "Bookkeeping / Journal entries"
• All about "Bookkeeping / Journal entries" II - View Power
• Organization vs. Company

How to Edit a Document 4

• Can I Perform Calculations in the Bookkeeping Entry Form?
• How Do I Duplicate Documents in DOKKA
• How do I edit a multi-page document?
• How to Select Multiple Words to Drag them into a Field in DOKKA

Document Management in DOKKA 14

• Bulk downloading
• How do I Add and Edit Sticky Notes
• How to "Search for Documents" in Dokka?
• DOKKA's Grid View - How to Filter, Sort, and Export Reports
• Working with Document Packs

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Approval Workflow 3

• What is the Signing Feature?
• How to Set Up the Approval Workflow
• How to Use the Approval Workflow

QBD 2

• How to Set Up DOKKA to Import and Export IIF files for Quickbooks Desktop!
• QBD Connection guide

QBO 3

• General Ledger Report - QBO
• How to Process Invoices with Inventory - QBO
• How to Manually Set the Exchange Rate in QBO

Xero 10

• Getting Started with DOKKA and XERO
• Connecting to your ERP: Xero
• How to Set Up your XERO Settings in DOKKA
• When and how does data sync between XERO and DOKKA occur?
• How Do I Refresh DOKKA with People and Settings from Xero?

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Zoho 2

• Connecting to your ERP: Zoho Books
• Defaults and Settings for My Integrated Accounting Software: Zoho

Hashavshevet 0

Priority 7

• Connecting to Priority Via the API
• Connecting Additional DOKKA Companies to Priority
• How to Configure an Automatic Favorite Search for All documents Associated with Me
• How do I back-sync from Priority?
• Why my link to Priority Doesn’t work?

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SAP Business One 4

• How to connect SAP B1 to DOKKA
• SAP B1 Full Connection Guide
• I can't see the currency I've set up in SAP
• General Ledger Report - SAP

Default 3

• How to Set Up DOKKA with the "Default ERP," a.k.a. Excel export
• How to Pre-load Your DOKKA Company When Not Integrating with an Accounting System
• How to Download Bookkeeping Entries without a Direct Integration

Netsuite 9

• How to connect Netsuite to DOKKA
• INVALID DATA MSG. - code: Insufficient_Permission
• How to check preferred forms
• General Ledger Report- Netsuite
• How to Setup Accounting Periods in NetSuite

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