How do I match deposits from my imported bank statements to payments from customers?

In order to match a customer payment with imported transactions, please follow the below steps:

  • Go to Banking tab and select the appropriate bank account.
  • Select Uncategorized Transaction tab and select the transaction that you need to match.
  • Zoho Books will automatically display the matching transactions for the selected transaction. Select the best possible match from the right hand pane and click Match .

Match deposits with customer payments

If there are no matching transactions then you need to categorize it. Please refer this link for more information about matching and categorizing transactions.

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.