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Knowledge base
Start Here
Start Using Your Bookkeeping DOKKA Account
9
How to Log into DOKKA for the First Time
Setting up your Organization
Connecting to Your Accounting Software
Creating a Company
How to Navigate the Workspace
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Non-Financial Users and Clients
2
Why is my Accountant/Bookkeeper Using DOKKA?
Getting Started for Clients: Table of Contents
FAQs:
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?
View all 22
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?
View all 7
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
16
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
ERPs
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?
View all 10
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
10
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
View all 10