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With Zoho Books, you can record and monitor all your bank and credit card transactions like deposits, fund transfers, checks, credits, refunds, credit card payments etc. Get real time update on your bank and credit card transactions through automatic bank feeds. It's painless and convenient letting you stay on top of your business every moment.
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Multiple Account Details
You can have multiple bank and credit card accounts in Zoho Books. Easily drill down into the details of each of your accounts to view transactions and to know what's happening with your funds in these accounts.
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Automatic Bank Feeds
No one likes data entry. It's boring and painful. That's why Zoho Books has bank feeds which will automatically fetch transactions directly from your bank and credit card accounts as and when you want. It's convenient, painless and the real time updates lets you be on top of your finances daily. Read More about​ Bank Feeds
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Import Statements as CSV or TSV
If bank feeds are not available for your bank then you can have your bank and credit card statements imported into Zoho Books in smooth and easy steps. You can import data in a CSV or TSV file and add & match it with transactions in Zoho Books.
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Bank Rules
Go one step ahead and tell Zoho Books how you wish to import deposits and withdrawals and it will do it as per conditions set by you. Zoho Books will fetch the matching data and fill it automatically when you add and match the transaction.
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Quickly Reconcile Accounts
With transactions so easily entered, reconciling your bank account is way too easy now in Zoho Books. By importing transaction through bank feeds, missing transaction can be added and matched immediately making reconciliation a breeze.
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Record Bank and Credit Card Transactions
If you prefer to enter all the transactions in your accounting software, Zoho Books lets you record your bank and credit card transactions like deposits, fund transfers, expenses, card charges, etc.
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