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How do I match deposits from my imported bank statements to payments from customers?

In order to match a customer payment with imported transactions, please follow the below steps:

  • Go to Banking tab and select the appropriate bank account.
  • Select Uncategorized Transaction tab and select the transaction that you need to match.
  • Zoho Books will automatically display the matching transactions for the selected transaction. Select the best possible match from the right hand pane and click Match .

Match deposits with customer payments

If there are no matching transactions then you need to categorize it. Please refer this link for more information about matching and categorizing transactions.

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