Can I match a bank transaction with multiple expenses in Zoho Books?

Yes, you can match a bank transaction (uncategorized transaction) with multiple expenses. To do this:

  1. Go to Zoho Books > Banking.

  2. Click the account that has uncategorised transactions.

  3. Click the uncategorised transaction. The possible matches will be displayed.

  4. Click the Filter icon to filter the amount, date range, and more.

  5. Click Select next to the transactions you want to match with.

  6. Click Match.

Get a personalized demo from our experts

By clicking Submit, you agree to our Privacy Policy.