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Help centre › Moving your books in

Moving your books in

  • 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.
  • Opening balances
    Starting from a date instead of re-entering history.
  • Turning client emails on after an import
    Reminders and receipts start off. Here is where they are switched on.

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.

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