Bringing your books in from another tool or a spreadsheet
What can be imported, what is entered, and the order that keeps your numbers right.
Todah does not yet read another bookkeeping tool's export files directly. Bank statements import on every plan; clients, products, invoices and bills are entered in the app, and the numbering settings keep your sequence.
- Settings → Books & tax → Numbering: set the invoice prefix and the next number so new invoices continue your existing sequence.
- Clients and Vendors first, then Products, so invoices and bills can pick them.
- Enter open invoices and unpaid bills at least; paid history is optional and can be summarised as opening balances.
- Banking → Import for the statements that cover the period you entered, then match each line to its invoice or bill.
- Only then turn client emails on.
Enterprise includes help doing this with you. On any plan, write to support@todah.ca before you start if you have years of history — a plan for the order saves rework.
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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.