I have deposited 3 checks in the bank. Two checks were payments towards invoices and one was a tax refund. My bank feeds display it as a single deposit. How do I categorize them in Zoho Books?

Multiple cash/check payments can easily be categorized as payments towards invoices, expenses etc. by matching the respective bank feeds.

• In the Banking module, select the bank in which the deposit was made.
• You will first have to record a deposit in your bank for an amount that is equal to the tax refund. Click on the Add Transaction button and select Other Deposit from the drop-down.
• Enter the amount that you have received as a tax refund and fill in the other details and click on Save.
• Clicking on the feed for the cheque deposit will display a list of possible transactions to which you can match your check payments.
• You can now select the two invoices and the deposit that you have manually added and match it with this feed.
• Once you click on the Match button, the status of the invoice will change to Paid.