Can I save my previous import preferences?

Yes, you can. Here’s how:

  • Go to the Banking module on the left sidebar.
  • Select your bank account from the list.
  • Click the Import Statement button on the top-right corner to import.
  • Enter the necessary details.
  • In the Map Fields section, check the Save these selections for use during future reference option to save your preferences.

The next time you import your statement, Zoho Books will remember your preferences and apply them automatically.

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