Bulk Actions in Banking

Your bank account will have several transactions pertaining to deposits and withdrawals made over a long period of time. Zoho Books allows you to perform certain actions for multiple transactions at once.

Bulk Exclude

If you have any duplicate transactions in your bank statement and if you do not want it to be included in your company’s financial reports, you can simply choose to exclude it in Zoho Books.

To exclude:

View Uncategorized

Exclude Transaction


To view all the excluded transactions:

Exclude Transaction

Bulk Unmatch

There might be days where you might have incorrectly matched transactions in Zoho Books with those in the bank statement. You can simply unmatch those transactions by following the instructions below:

View Matched

Bulk Unmatch

Bulk Categorize

If you’ve added any Transaction Rules, Zoho Books automatically recognizes those transactions and brings it under the Recognized Transactions tab. You can then select transactions and categorize them at once by following the instructions below:

Recognized Transactions

Bulk Categorize

Bulk Uncategorize

Since a large number of bank feeds are fetched into Zoho Books, there is a chance that you may categorize a bunch of transactions incorrectly. In that case, Zoho Books allows you to select and uncategorize multiple transactions at once. You can simply re-categorize those transactions again.

Follow the instructions below to uncategorize transactions in bulk:

View Categorized

Bulk Unmatch

Bulk Delete

Zoho Books allows you to select and delete multiple Manually Added transactions at once.

Follow the instructions below to delete transactions in bulk:

View Manually Added

Bulk Unmatch

Bulk Restore

Zoho Books allows you to select and restore multiple transactions that have been excluded.

To restore transactions in bulk, kindly follow the instructions below:

Bulk Restore

Restored transactions will be added back to Uncategorized transactions.

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