How do I fetch feeds and reconcile transactions?

Once you have set up direct feeds, Zoho Books will fetch your bank feeds and you will be able to reconcile bank statements. To reconcile transactions:

  • Navigate to the Banking module and select an ICICI Bank account.
  • Bank feeds will be refreshed automatically on login.
  • Go to the Uncategorized Transactions tab and the bank statements will be listed below.
  • Select a transaction and Zoho Books automatically prompts the Exact Match for you.
  • Click the Match button to match a transaction.

Learn more about Banking and Reconciliation.

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