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Why are my recent bank transactions not displayed?
My bank feeds are broken. What should I do?
How do I find if my bank supports automatic feeds? How do I import transactions in case my Bank doesn’t support automatic feeds?
What do you mean by Manually Added, Matched and Categorized transactions? When should I match or categorize a transaction?
What should I do when a duplicate entry is posted while matching transactions?
How do I revert a wrongly matched/categorized statement line?
How do you fetch bank feeds? Do you store our credentials?
I get an error while importing bank statement. How do I fix this ?
While deleting a bank transaction, I’m getting a “Transaction(s) matched or categorized. Cannot be deleted.” error. How to proceed?
While reconciling an account, I’m getting a “Please complete the reconciliation saved earlier to record another reconciliation.” error.
How to import a bank statement?
How do I match deposits from my imported bank statements to payments from customers?
How do I match a transaction with multiple customer payments?
How do I match a downloaded bank transaction with multiple categories of transactions?
How does auto categorization of bank transactions work?
How can I account for extra bank charges in Zoho Books such that my transactions match their respective bank payments?
How do I record funds injected into the business by the owner?
How do I transfer payments from undeposited funds to my bank account in Zoho Books?
How do I exclude transactions from a list of uncategorized transactions?
Can I delete my bank account in Zoho Books?
The amount in Zoho Books and my bank account do not match. What should I do?
Can I have more than one bank account with a different currency associated with my Zoho Books account?
What is the actual amount that will reflect in Zoho Books while fetching feeds through PayPal? Will it include bank fees and charges?
I have deposited 3 checks in the bank. Two checks were payments towards invoices and one was a tax refund. My bank feeds display it as a single deposit. How do I categorize them in Zoho Books?
When my customers pay for invoices sent to them, the payment gateway will collect the payments and deposit the cumulative amount into my bank account. I find it difficult to match that deposit with the corresponding invoices. What should I do?
I added an incorrect transaction in my previous reconciliation. How can I edit it?
How do I handle bounced check in Zoho Books?
How do I match multiple bank feeds to a single invoice/bill?