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:
- Go to the Banking module in Zoho Books.
- Select the account in which you wish to exclude uncategorized transactions.
- Select the Uncategorized Transactions tab.
- Select the checkbox next to the transactions you wish to exclude and click the Exclude option.
- Enter a reason for excluding the transaction(s) in the pop-up.
- Click Exclude All.
To view all the excluded transactions:
- Select the drop-down in the Uncategorized Transactions tab and click Excluded.
- You can also restore those transactions by selecting a transaction and clicking the Restore button present in the right pane.
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:
- Click on the Banking tab on the home page of Zoho Books. Select the account in which you wish to unmatch transactions.
- Select the drop-down in the Zoho Books Transactions tab and select Matched to view all the matched transactions.
- Select the checkbox next to the transactions you wish to unmatch and click on the Unmatch option.
- In the pop-up that follows, confirm your actions by clicking the Yes, Unmatch button.
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:
- Click on the Banking tab on the home page of Zoho Books. Select the account in which you wish to categorize transactions.
- Select the drop-down in the Uncategorized Transactions tab and click on Recognized to view all the recognized transactions.
- Select the checkbox next to the transactions you wish to categorize and click on the Categorize option.
- In the pop-up that follows, confirm your actions by clicking the Yes, Categorize button.
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:
- Click on the Banking tab on the home page of Zoho Books. Select the account in which you wish to uncategorize transactions.
- Select the drop-down in the Zoho Books Transactions tab and select Categorized to view all the categorized transactions.
- Select the checkbox next to the transactions you wish to uncategorize and click on the Uncategorize option.
- In the pop-up that follows, confirm your actions by clicking the Yes, Uncategorize button.
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:
- Click on the Banking tab on the home page of Zoho Books. Select the account in which you wish to delete transactions.
- Select the drop-down in the Zoho Books Transactions tab and select Manually Added to view all the manually added transactions.
- Select the checkbox next to the transactions you wish to delete and click on the Delete option.
- In the pop-up that follows, confirm your actions by clicking the Yes, Delete button.
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:
- Click on the Banking tab on the home page of Zoho Books.
- Click on the drop-down next to uncategorized transactions and select Excluded.
- Select the Excluded transactions which you wish to restore, and click on Restore.
Restored transactions will be added back to Uncategorized transactions.
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