Banking
The Banking module in Zoho Books helps you optimise and automate your business’s financial processes. Majority of the transactions in a business happen through banking, and it can be quite an hassle to manually enter them in Zoho Books
Our intuitive features in Banking helps you to sync your bank feeds with Zoho Books, thereby eliminating the need for data entry. Once your bank transactions are in Zoho Books, it’s easy to keep track of the money coming in and going out of your business. That’s not all, you can also fetch or import live bank feeds and match them instantly with your transactions in Zoho Books. Once you match or categorise your bank feeds, you can easily reconcile them with your transactions.
Let us see how the Banking module works in Zoho Books.
Add Accounts
- Add Accounts that support Automatic Bank Feeds
- Add Accounts Manually
- Add Bank Accounts Manually
- Add Credit Card Accounts Manually
Feeds
Add Transactions
Match/Categorize transactions
Transaction Rules
Reconcile Accounts
Other Actions in Banking
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Related
- Feeds
- Add Transactions
- Match/Categorize transactions
- Transaction Rules
- Reconcile Accounts
- Other Actions in Banking
Connect to your bank, match, categorize and reconcile accounts with ease.
