All your Accounts in one Place
It is important to know and record the whereabouts of your money accurately. With Zoho Books you can update bank accounts and credit card accounts automatically and eliminate data entry. Whether you hold a single or multiple bank accounts, you can organise and manage all banking records in one place easily.
Automatic Bank Feeds
Why waste your precious time with manual entry of every transaction and reconciling every month, when you can mechanize this process like clockwork. Set up your bank accounts with Zoho Books once and it automatically imports every transaction from your account, which will help you make well informed business decisions right away.
Auto-Categorisation of Transactions
Need to categorise your transactions in an organised manner without spending hours on it? No problem! With Bank rules in Zoho Books, you can state and edit as many criteria as you want, to organise your accounts. The bank rules in Zoho Books simply scans across your transactions and organises it as per your criteria
Easy Import of Bank Statements
If you want to import bank statements to your Zoho Books account, we have that option too! Zoho Books allows you to easily import your financial statements in formats like .ofx , .qif , .tsv or .csv .
Leave No Transaction Unturned
With Zoho Books you can enter all transactions manually if you prefer. You may record a deposit, withdrawal and fund transfer. In the case of a credit card you may record credit card charges, expenses, payments and credits.