Bank Reconciliation

• Related Articles

• How to add Bank in Zoho Books?

  Go to banking > add bank and credite card > add bank as per reuired

• How to import Bank statements in Zoho Books?

  Banking>Select Bank>Import Statement

• How to fix not fetched Bank transactions in Zoho Books?

  Go to bank module>select bank>click on settings>refresh feeds>select date>save

• How to categorize bank transactions in Zoho Books?

  Banking>select bank>uncategorized transaction>categorized as per required.

• How to exclude bank transactions in Zoho Books?

  Go to banking--> Select bank-->select transaction-->Exclude