Easily reconcile your bank transactions with automatic feeds

Are you looking for ways to get a better handle on your small business finances? 

Zoho One has many apps that can help you manage your finances and back-office operations; from managing invoices, inventory, and expenses to creating subscriptions, collecting payments, and managing your accounts. 

In this video, we will be covering Zoho Books' banking module. Zoho Books is an accounting software that lets you track receivables and payables, connect bank feeds, track time to create invoices for clients, and more. With its powerful banking module, you can connect multiple bank accounts or credit cards to Zoho Books and start importing transactions automatically. 

Setting up automated bank feeds significantly reduces data entry and records transactions accurately. An intelligent system is built into Zoho Books which makes transaction matching and bank reconciliation a breeze. 

Once your bank feeds are in Zoho Books, click on the uncategorized transactions. The intelligent system will try and match them with the existing transactions in Zoho Books. The system refers to the date, amount, and transaction rules you have configured to suggest the best or possible matches.

After you categorize your bank feeds into income and expenses, you can easily reconcile them with your transactions and keep your books tax-ready.

The banking dashboard will give you an up-to-date summary of your business finances.

Watch the video to learn more.