How do I match multiple transactions in Zoho Books with a bank statement line?

To match multiple transactions in Zoho Books to a bank statement:

  • Go to the Banking module on the left sidebar.
  • Select your bank account from the list.
  • Go to the Uncategorized Transaction tab.
  • Select the statement line that you want to match.
  • Zoho Books will automatically display the matching transactions for the selected statement line.
  • Select the matching Zoho Books transactions and click Match.

After you match the statement line, it will be moved to the Categorized Transaction tab and the status of the transactions in Zoho Books will be updated to paid.

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