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Set Up Your Organization
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
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Start Using Your Account - Accountants/Bookkeepers
Creating a Company
Adding Users to Your Company
Non-Financial Users and Clients of Customers
Why is my Accountant/Bookkeeper Using DOKKA?
Getting Started for Clients: Table of Contents
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
Data and Access Protection
How to Reset or Restore your Password
Guides - Financial Procedures
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
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How is DOKKA Structured?
Organization vs. Company
How does DOKKA work?
How Can I Make Sure that My DOKKA Account has the Latest Features?
Guides - Document Management and General Features
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
How to Set Up DOKKA to Import and Export IIF files for Quickbooks Desktop!
QBD Connection guide
How to Manually Set the Exchange Rate in QBO
Sage Business Cloud Global
Sage Business Cloud SA
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
Connecting to your ERP: Zoho Books
Defaults and Settings for My Integrated Accounting Software: Zoho
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?
Keyboard Shortcuts in Priority
SAP Business One
How to connect SAP B1 to DOKKA
SAP B1 Full Connection Guide
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 connect Netsuite to DOKKA
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Add Quickbooks fields to the DOKKA data entry form
over 1 year ago
by Rick K
3 months ago