Help centre

Every article is a task: what to press, in order, and what happens. Prices and limits on these pages are read from the same place the app charges from.

Getting started

Set up your business, logo and sending address
Invite your team and choose their roles
The first-steps card on your dashboard

Moving your books in

Bringing your books in from another tool or a spreadsheet
Opening balances
Turning client emails on after an import

Invoices and quotes

Create and send an invoice
Quotes, acceptance and converting to an invoice
Payment reminders and the schedule
Recurring invoices
Credit notes
Products and saved line items

Getting paid

Set up card payments
What card payments cost, and who pays
Receipts, refunds and the Refunded status
The client portal

Bills and receipts

Record a bill
Scan a receipt or bill
Attach files to invoices and bills

Banking

Connect a bank (bank feeds)
Import a bank statement
Match bank lines to invoices and bills
Split matching

Reports and tax

Profit & loss, balance sheet and trial balance
Sales tax summary and the GST/HST return
The full report pack and Excel export

Security and your team

Two-step sign-in and recovery codes
Who can see your books
Export your data or delete the workspace

Plans and billing

Upgrade, and pay yearly
Cancel or downgrade
Your subscription card failed
How much storage you are using

Troubleshooting

My client did not get the email
A card payment is not showing on the invoice
A bank connection needs re-login

Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.