How to Onboard With doola Bookkeeping

We can’t stress this enough: bookkeeping should never take a backseat in your business operations.  It’s the driving force behind your financial health, helping you make smart decisions and stay compliant.

But let’s be honest — handling bookkeeping all on your own can be a dense challenge. It’s not exactly the glamorous side of running a business, even if you’re a go-getter or a hustler.

That’s where doola steps in. Trusted by customers in over 175 countries, doola makes managing your finances seamless. With secure systems, expert support, and a user-friendly platform, doola takes the stress out of bookkeeping, ensuring it’s effortless, accurate, and reliable.

Ready to get started? Let’s dive into how you can onboard with doola Bookkeeping seamlessly!

Step 1: Provide Company Information

What to do: You’ll start by entering some essential details about your business, including:

👉🏼 Company name and email

👉🏼 Annual revenue

👉🏼 Entity type (LLC, sole proprietorship, etc.)

👉🏼 Company size

👉🏼 Type of business

Why This Step Matters:

This information helps doola customize your bookkeeping experience. For example, if you’re a sole proprietor, your financial needs will differ from a multi-member LLC. Providing these details upfront ensures doola can deliver tailored reports and recommendations that align with your specific business needs.

Step 2: Choose Your Bookkeeping Plan

What to do: Decide between managing bookkeeping yourself (DIY) or outsourcing it to a dedicated bookkeeper.

✔️ DIY Plan: Perfect for testing the waters or if you’re on a budget.

✔️ Dedicated Plan: For $125/month (billed annually), a professional will handle everything for you.

Most founders prefer to focus on growing their business while leaving the numbers to professionals. A dedicated plan costs $125/month (billed annually) and provides expert-level support. For those testing the waters, the DIY option lets you manage your books yourself, with the flexibility to upgrade later.

Step 3: Connect Your Bank Accounts

What to do: Link your business or personal bank accounts using Plaid, a secure and encrypted platform.

Why this step is critical: This step is the backbone of your bookkeeping system.

Here’s why:

✅ Automation: Forget manually entering transactions. Once your accounts are connected, transactions automatically flow into the system, saving you time and effort.

✅ Holistic financial view: Linking all your bank accounts (not just one account)  gives you a clear, comprehensive picture of your finances, which is crucial for making informed decisions.

Example: If you have multiple accounts — say, one for business and one for personal expenses — connecting both ensures every transaction is accounted for. Plaid’s encryption keeps your data secure, so there’s no need to worry about sharing sensitive information.

Addressing Concerns About Security:

Worried about sharing sensitive information? Plaid uses encrypted technology, so your passwords remain private and we don’t get to see it. This secure integration allows you to connect multiple bank accounts effortlessly.

Step 4: Finalize Your Bank Account Connection

After clicking to connect your bank account, a pop-up will appear asking if you’d like to connect instantly or manually.

• Instant Connection: Recommended for speed and convenience.

• Manual Connection: An alternative if instant doesn’t work for your bank.

Once you choose, you’ll:

👉🏼 Select your bank or financial institution. (Plaid supports over 12,000 institutions!)

👉🏼 Enter your email and password for your bank account.

For example, if you’re using Mercury (a popular choice among doola customers), simply select it and follow the prompts to connect.

To complete the connection process with doola Bookkeeping, simply enter your email and password for your selected bank account.

Step 5: Link Your Payment Processors

What to do: Link platforms like Stripe, Shopify, or Square to your doola account.

If you’re using payment processors, connecting them directly to doola ensures no transaction is missed. It’s the difference between a messy spreadsheet and a clean, accurate overview of your income streams. Whether it’s online sales or card payments, every dollar gets accounted for.

Even if your payment processor is already linked to a bank account, connecting it directly to doola ensures double-check accuracy.

Step 6: Finalize and Review Your Setup

What to do: Review all connected accounts and processors to ensure everything is set up correctly.

A proper review ensures your system is set up for success. Once everything is linked, you can trust doola to track, manage, and simplify your financial data. It’s all about starting strong, so you’re not fixing errors later.

Additional Features That Make doola Stand Out

✅ A Global Platform With Proven Success:

Over 10,000 entrepreneurs from 175+ countries have trusted doola to run their businesses.

✅ Backed by Big Names:

With investors like Y Combinator, HubSpot Ventures, and Nexus Venture Partners, doola’s credibility is unmatched.

✅ Secure and Flexible Solutions:

Using Plaid for encrypted bank connections ensures your data is safe.

DIY options for beginners and dedicated plans for those who want expert support.

✅ Expert Support When You Need It:

Schedule consultations or book demos anytime with the doola team.

Need Help?

The doola team is here for you every step of the way. Have questions? Want a walkthrough? Schedule a demo or drop us a message anytime.

With doola, you’re not just getting a bookkeeping tool — you’re gaining a partner who’s as invested in your success as you are. Let’s get those numbers in order and your business thriving!