The DOKKA platform integrates easily with the XERO accounting software. When these two are integrated, documents and their data are transferred seamlessly from DOKKA to Xero. Even better, your data from XERO will be accessible in Dokka. You will find the Chart of Accounts, available Bank Accounts, and VAT/Tax options in the appropriate dropdown boxes. In addition, the list of Customers and Vendors will be populated in the correct field. If you are processing an invoice from a new vendor, you can add the name of the vendor right from DOKKA. When you send the document to XERO the new vendor will be created automatically.
You can see in the screenshot below where your data from Xero can be found in DOKKA:
Please follow the links in the Table of Contents below to set up your DOKKA account and link it with Xero:
- Step One: Logging into DOKKA
- Step Two: Setting Up Your Organization
- Step Three: Adding Organization Level Users
- Step Four: Setting Up Your Company
- Step Five: Adding User to Your Company
- Step Six: Integrating with XERO
You can also watch a video here to see the initial setup of your DOKKA account with XERO.
Here is a series of pages explaining how to use Dokka. The data entry form has all the fields needed for a bookkeeping entry. With your company connected to Xero, all of your information will be waiting for you in the appropriate fields. Please jump in and enjoy:
These articles have the most important information to get started using DOKKA with XERO. You can find a wealth of additional information in our knowledge base.