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