Getting the books in
Start with what
your bank already knows.
Bring your bank and card statements. DoLedger reads every line, books it and checks it against the statement’s own totals.
In the details
What’s included.
- PDF bank and card statements, read automatically
- One Bank & imports page showing what’s missing
- QuickBooks chart, balances, Check Detail and Deposit Detail imports
- Receipts and bills forwarded to your business’s own email address
- A private “What we need” upload link—no login needed
Start with your statements.
OctoberOperating-October.pdf128 transactions · bank totals checked
CheckedBusiness-card-October.pdf42 transactions · statement totals checked
Checked✓No bank login needed. Bring in your PDF bank and card statements.
Illustrative product view · Example data, not client records.
Good to know
Switching from QuickBooks?
Bring your chart of accounts, opening balances, Check Detail and Deposit Detail reports. Keep the source records together while you review the move.
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