DOKKA

Logging into the Help Articles and Forums 0

Set Up Your Organization 6

• Getting Started: Table of Contents
• How to Log into DOKKA for the First Time
• Setting up your Organization
• Adding Users to Your Organization
• Connecting to Your Accounting Software

See all 6 articles

Start Using Your Account - Accountants/Bookkeepers 2

• Creating a Company
• Adding Users to Your Company

Non-Financial Users and Clients of Customers 2

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

General Info 2

• Data and Access Protection
• How to Reset or Restore your Password

Guides - Financial Procedures 19

• How to use DOKKA's Drag&Drop feature to Complete Bookkeeping Entries
• Adding a vendor
• All about "Bookkeeping / Journal entries"
• All about "Bookkeeping / Journal entries" II - View Power
• How to Process a Manual Journal Entry

See all 19 articles

Guides - Document Management and General Features 14

• Bulk downloading
• How do I Add and Edit Sticky Notes
• How to "Search for Documents" in Dokka?
• Working with "Document Packs"
• How to use the Mobile App

See all 14 articles

General FAQ 25

• Can I Perform Calculations in the Bookkeeping Entry Form?
• How do I determine what version of Google Chrome I'm using?
• How can I upload a confidential document?
• How to delete the "No E-signature" sign?
• How to login?

See all 25 articles

How is DOKKA Structured? 2

• Organization vs. Company
• How does DOKKA work?

Priority Questions 1

• How Can I Make Sure that My DOKKA Account has the Latest Features?

Trial FAQs 1

• Professional plan

QBD 1

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

QBO 1

• How to Manually Set the Exchange Rate in QBO

Sage Business Cloud Global 0

Sage Business Cloud SA 0

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?

See all 10 articles

Zoho 2

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

Hashavshevet 0

Priority 4

• 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
• Why my link to Priority Doesn’t work?

Default 2

• 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

Netsuite 1

• How to connect Netsuite to DOKKA