Customer Queries

• FAQs

  Frequently Asked Questions Q: How do I manually upload a PDF bank statement? If you need to upload a statement manually, follow these steps: Navigate to Bank Connection on the left-hand menu. Click the Upload Bank Statement option on the right side of the screen. Select the Upload Statement button. Choose your bank from the list provided. Drag and drop your PDF statement into the upload area. Click Upload to finish the process. Q: How do IPopular

• QuickBooks to Tabby Migration Guide for New user

  QuickBooks to Tabby Migration Guide for New user Tabby supports a full migration from QuickBooks Online (QBO), bringing up to three years of your financial history directly into Tabby — down to the transaction level. You'll have your chart of accounts, journal entries, and AI categorization rules ready to go from day one.   Before starting the migration, download the following four reports from QuickBooks. Each file must cover the same date rFew readers

• QuickBooks to Tabby Migration Guide for Existing user

  QuickBooks to Tabby Migration Guide for Existing user How This Works for Existing Users If you already have an active Tabby account with connected bank accounts or existing transactions, direct migration into your current account is not yet supported. We are actively building this — but in the meantime, here is the current workaround.   You will create a new free subscription under the same email address as your existing Tabby account, migrate your QuickBooks data there, and thenFew readers