Bank Feeds

Once you add an account from the list of banks available, you will receive bank feeds to your Zoho Books account by default. The bank feeds are fetched every 24 hours into your account automatically for the banks that don’t require multi-factor authentication (MFA).

Warning: Bank feed availability is subject to the respective bank or service provider’s connectivity.

Some banks adopt multi-factor authentication for security purposes. If your bank adopts multi-factor authentication, you will have to refresh the feeds manually.

Notes: Unless the authentication is cleared the bank will not allow Zoho Books to fetch the feeds automatically.

To identify if the bank feed in your account has been activated or not, just check on the bank feed icon present next to the account name.

Banking

Update Credentials

Login credentials of your bank account are necessary for the bank feeds to be fetched into your account. Some cases where it will be necessary to update your credentials,

To update credentials:

Banking

Notes: When bank feeds are fetched, either automatically or manually, they will be fetched the previous day. If you fetch your bank feeds today, you will be able to see the transactions that happened yesterday.

Refresh Bank Feeds

If your bank feeds are not fetched automatically, it could be due to a temporary glitch. You can refresh the bank feeds manually. However, manual refresh is limited to once a day. To refresh bank feeds manually:

Banking

Deactivate Bank Feeds

You can deactivate bank feeds if you do not want it to be fetched from your bank.

Banking

PayPal Feeds

Similarly, you can also deactivate and activate your PayPal feeds.

Deactivating PayPal Feeds

  To deactivate your PayPal feeds,

Banking

Activating PayPal Feeds

  In case you have deactivated your feeds and wish to reactivate them, follow the step mentioned below.

Banking

Connect Your Bank Accounts To Yodlee’s New API Platform

Yodlee, our third-party bank feeds service provider, has released a new API platform and we have upgraded our systems to the new platform. This new platform enables you to seamlessly sync your bank feeds with Zoho Books.

To experience the upgraded platform’s capabilities, you will have to upgrade each of your bank accounts to the new platform by reconnecting them with Zoho Books.

Note: Upgrading each bank account might take 2-3 minutes to complete. During that time, you will not be able to activate feeds, refresh feeds, or update the credentials for any of your banks. So, we recommend you do this whenever it is convenient for you.

To upgrade to the new platform, you will have to re-connect your bank to Zoho Books, fetch its bank accounts, and their feeds.

Re-Connect Your Bank and Fetch Bank Accounts

The first step is to upgrade your bank to the new platform and select the accounts from which you want to fetch feeds. To do this:

Banking Banking Banking

Next, you will have to re-connect your bank.

Note: You will have to re-connect your bank within 30 minutes from the time you clicked Proceed. If you don’t re-connect within the specified time, you will have to repeat the above process again.

Banking

Next, select the bank accounts you want to re-connect.

Banking

Now, you would have re-connected your bank accounts. Next, you will have to fetch the bank accounts and its feeds.

Pro Tip: Cross-check the bank accounts you’ve selected so that you map the right accounts.

Note: By default, Zoho Books displays the last date from which you’ve fetched your bank feeds under the Fetch Bank Feeds From section. Verify these dates and change them, if required.

Banking

Once you’ve successfully upgraded to the latest platform, you’ll be automatically redirected to the Banking Overview page. You’ll now receive bank feeds seamlessly for the accounts that have been upgraded.

Pro Tip: You can exclude transactions if you have duplicate transactions once the upgrade is complete.


Re-Connect Chase and Capital One Bank Accounts

To connect bank accounts from Chase or Capital One, follow the steps mentioned below in Zoho Books:

Note: If you have already deactivated your feeds, you can skip the above step.

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Your feeds will now be deactivated. However, to re-connect your bank accounts, you’ll have to activate feeds again.

Banking

Next, you will have to re-connect your bank.

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You’ll now be re-directed to your bank website to authorize Zoho Books.

The list of configured accounts will be displayed here. You can add any other accounts from your bank’s site. Next, select These are all the accounts that can be shared with Zoho Books.

You’ll be redirected to your Zoho Books organisation. Next, select the bank accounts you want to re-connect and click Save & Finish.

Banking

You have successfully re-connected your bank accounts. Next, you will have to map the bank accounts.

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Once you’ve upgraded to the latest platform successfully, you’ll be redirected to the Banking Overview page. You’ll now start to receive bank feeds seamlessly for the accounts that have been upgraded.


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