## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions

Let us have a look at the different actions that you can perform in the Banking module in Zoho Books.

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## Edit Account

You can change details of any bank account in Zoho Books. Here’s how:

*   Go to the **Banking** module in the left sidebar.
*   Select the bank account you want to edit.
*   Click **Gear** icon in the top right corner of the page, and select **Edit**.
*   Make the changes and click **Save**.

![Banking](/books/help/images/banking/bank-edit.png)

**Notes:** Any changes made to the bank account will not affect any previous transactions.

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## Mark as Inactive

If you no longer want to use a bank account or credit card in Zoho Books, you can choose to mark it as inactive. This is a better alternative to deleting the bank account or credit card permanently.

To mark an account as inactive:

*   Go to the **Banking** module in the left sidebar.
*   Select the account you want to mark as inactive.
*   Click the **Gear** icon in the top right corner of the page, and select **Mark as Inactive**.

![Banking](/books/help/images/banking/bank-inactive.png)

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## Delete Account

You can delete your bank account or credit card permanently. Here’s how:

*   Go to the **Banking** module in the left sidebar.
*   Select the account you wish to delete.
*   Click the **Gear** icon in the top right corner of the page, and select **Delete**.
*   In the pop-up that opens, confirm your action by clicking **Delete it**.

![Banking](/books/help/images/banking/bank-delete.png)

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## Bulk Actions

Your bank account can have several transactions like deposits and withdrawals made over a long period of time. Zoho Books allows you to perform certain actions for multiple transactions at once. Some of these include:

*   [Bulk Exclude](/us/books/help/banking/other-actions.html#exclude)
*   [Bulk Unmatch](/us/books/help/banking/other-actions.html#unmatch)
*   [Bulk Categorize](/us/books/help/banking/other-actions.html#categorize)
*   [Bulk Uncategorize](/us/books/help/banking/other-actions.html#uncategorize)
*   [Bulk Delete](/us/books/help/banking/other-actions.html#bulk-delete)
*   [Bulk Restore](/us/books/help/banking/other-actions.html#restore)

### Bulk Exclude

If you have any duplicate transactions in your bank statement, and you don’t want it to be included in your company’s financial reports, you can choose to exclude them. Here’s how:

*   Go to the **Banking module** in the left sidebar.
*   Select the account in which you wish to exclude uncategorized transactions.
*   Select the **Uncategorized Transactions** tab.
*   Select the checkbox next to the transactions you wish to exclude and click **exclude**. 
*   Enter a reason for excluding the transaction(s) in the pop-up.
*   Click **Exclude**.

**Pro Tip:** You can also go to the **Automatically Excluded** tab and bulk exclude the transactions you wish to exclude.

![Banking](/books/help/images/banking/bulk-exclude.png)

To view all the excluded transactions, select the dropdown in the **Uncategorized Transactions** tab and click **Excluded**.

**Pro Tip:** You can also restore those transactions by selecting a transaction and clicking the Restore button present in the right pane.

### Bulk Unmatch

There might be days where you might have incorrectly matched transactions in Zoho Books with those in the bank statement. In such a case, you can choose to unmatch those transactions. Here’s how:

*   Go to the **Banking** in the left sidebar.
*   Select the account for which you wish to unmatch transactions.
*   Select the dropdown in the Zoho Books Transactions tab and select **Matched** to view all the matched transactions.
*   Select the checkbox next to the transactions you wish to unmatch and click the **Unmatch** option.
*   Click **Yes, Unmatch** in the pop-up that appears.

![Banking](/us/books/help/images/banking/bulk-unmatch.png)

### Bulk Categorize

If you’ve added any Transaction Rules, Zoho Books automatically recognizes those transactions and brings it under the **Recognized Transactions** tab. 

*   Go to the **Banking** module in the left sidebar.
*   Select the account in which you wish to categorize transactions.
*   Select the drop-down in the **Uncategorized Transactions** tab and click **Recognized** to view all the recognized transactions.
*   Select the checkbox next to the transactions you wish to categorize and click the **Categorize now** option.
*   Click **Yes, Categorize** in the pop-up that appears.

![Banking](/us/books/help/images/banking/bulk-categorize.png)

### Bulk Uncategorize

Since many bank feeds are fetched into Zoho Books, you may categorize a bunch of transactions incorrectly. In such a case, you can uncategorize multiple transactions at once. Here’s how:

*   Go to the **Banking** module in the left sidebar.
*   Select the account in which you wish to uncategorize transactions.
*   Select the dropdown in the Zoho Books Transactions tab and select **Categorized** to view all the categorized transactions.
*   Select the checkbox next to the transactions you wish to uncategorize and click the **Uncategorize** option.
*   In the pop-up that follows, confirm your actions by clicking the **Yes, Uncategorize** button.

![Banking](/us/books/help/images/banking/bulk-uncategorize.png)

### Bulk Delete

You can select and delete multiple Manually Added transactions at once. Here’s how:

*   Go to the **Banking** module in the left sidebar.
*   Select the account in which you wish to delete transactions.
*   Select the dropdown in the Zoho Books Transactions tab and select **Manually Added** to view all the manually added transactions.
*   Select the checkbox next to the transactions you wish to delete and click the **Delete** option.
*   Click **Yes, Delete** in the pop-up that appears.

![Banking](/us/books/help/images/banking/bulk-delete.png)

### Bulk Restore

You can select and restore multiple transactions that have been excluded. Here’s how:

*   Go to the **Banking** module in the left sidebar.
*   Click the dropdown next to **Uncategorized Transactions**.
*   Select **Excluded**.
*   Select the excluded transactions which you wish to restore
*   Click **Restore**.

After this, the restored transactions will be added back to **Uncategorized transactions**.

![Banking](/us/books/help/images/banking/bulk-restore.png)

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**Related >**

*   [Bank Feeds](/us/books/help/banking/feeds.html)
*   [Add Transactions](/us/books/help/banking/add-transactions.html)
*   [Match/Categorize transactions](/us/books/help/banking/matching-transactions.html)
*   [Transaction Rules](/us/books/help/banking/transaction-rule.html)
*   [Reconcile Accounts](/us/books/help/banking/reconciliation.html)