Tofu

In this guide, you’ll learn how to set up Tax Rates, Chart of Accounts, Currencies, Contacts, Items and Tags in Tofu for entities that are not integrated with an accounting…

Set Up Accounting Data for Non-Integrated Entities

Learn how to quickly copy accounting data from one entity to another so you don't have to set everything up manually.

How to Import Accounting Settings from Another Entity in Tofu

Tofu sets a default currency for all extractions based on your entity’s country. You can choose between Single Currency or Multi-Currency.

Currency Settings for Extractions

Users can now manually override tax amounts on entities that are not integrated with any accounting software.

Manual Tax Override for Non-Integrated Entity

In Tofu, non-integrated entities can archive accounting settings instead of deleting them.

Archiving preserves historical extractions while preventing outdated settings from being used in new work.

Archiving Accounting Settings for Non-Integrated Entities

If you’re not using an accounting integration, you can export AP Bills from Tofu using pre-formatted CSV or Excel templates for easy upload into your accounting system.

How to Export AP Bills in CSV or Excel Files

If you’re not using an accounting integration, you can export AR Sales Invoices from Tofu using pre-formatted CSV or Excel templates for easy upload into your accounting system. Follow the…

How to Export AR Invoices in CSV or Excel Files

For entities without accounting software integrations, you can export bank statements into ready-to-use templates for both AP and AR workflows and manually upload them into your accounting system-making reconciliation faster…

How to Export Bank Statements in Tofu for Non-Integrated Entities

If you’re not using an accounting integration, you can export Direct Expenses from Tofu using pre-formatted CSV or Excel templates for easy upload into your accounting system. Follow the steps…

How to Export Direct Expenses in CSV or Excel Files

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Use Tofu without an Accounting Software Integration

Non-Integrated Entities

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