Help centre › Start here
Start here
- Todah in five minutesWhat Todah is, how money coming in and money going out are recorded, and which screen does what. Read this first if you have never used bookkeeping software.
- Words you will see in TodahPlain-language meanings for the business and bookkeeping words used on Todah's screens.
- Create your account and sign inHow to open a new Todah workspace, confirm your email, sign in (including with two-step sign-in) and sign out.
- Forgot your password? Reset itHow to get a reset link by email and choose a new password, and what happens to your other sign-ins when you do.
- Getting around TodahEvery item in the left menu and what it opens, the top bar, searching lists, the Help panel, dark mode, keyboard shortcuts and using Todah on a phone.
- Your first week: a checklistThe order to set up Todah in, from your logo to your first matched bank line, with a link to the article for each step.
- The Finish Setting Up card on your dashboardWhat the set-up card on a new workspace's dashboard asks for, how each step is ticked off, and when it goes away.
Still stuck? Write to us or email support@todah.ca — a person reads every message and replies by email. The FAQ covers plans, prices and the questions people ask before they sign up.