Accounting Software - Bank Rules
Auto-categorize Transactions in Zoho Books

Auto-categorize Transactions

Pre-Populate Categories

State your criteria for categorizing transactions like deposits and withdrawals and watch Zoho Books pre-populate categories and make your work simpler.
 
Edit Bank Rules

Edit Rules for transactions

As transactions increase, change the order of your conditions or edit the rules to match imported statement lines anytime you want as per your needs.
 
Choose Multiple Criteria

Choose Multiple Criteria

Set as many conditions you want in Zoho Books and the bank rule scans across the imported transactions making your life simpler.
 

Apply Bank Rule to Statement
And auto-categorize transactions.

Zoho Books Bank Accounts And Credit Cards Bank Accounts

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