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).

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

Note: 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.

Transaction Approval

In this page..

Bank Feeds

Paypal Feeds

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:

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:

Deactivate Bank Feeds

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

If the bank or credit card you are searching for is not listed or unrecognised, you can always manually add them.

Deactivating Paypal feeds

  To deactivate your paypal feeds,

Transaction Approval

Activating Paypal feeds

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

Transaction Approval Transaction Approval Transaction Approval

Note: When bank feeds are fetched, either automatically or manually, they will be fetched only till yesterday. That means for today, you will be able to see the bank feeds only till yesterday.

Next >


Was this document helpful?
Thank you for your feedback!
Want a feature?
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

Simplify accounting and
GST filing.

Maybe Later