Sometimes, duplicate transactions may be present while you are trying to match bank statements with transactions in Zoho Books. This might happen in the following cases:
Case 1: The user has categorized the bank statement manually instead of matching them with the relevant transaction in Zoho Books.
In such cases, you would have to Uncategorize the Manually Categorized transaction and match it with the relevant transaction in Zoho Books. Here’s how:
Case 2: A transaction is recorded twice in Zoho Books.
In this case, you have to delete the duplicate transaction and match the relevant transaction with the bank statement. Here’s how:
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