How to fix not fetched Bank transactions in Zoho Books?
How to fix not fetched Bank transactions in Zoho Books?
Go to bank module>select bank>click on settings>refresh feeds>select date>save
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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
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 add the Opening Balance of the Bank in Zoho Books?
Go to Setting module-->opening Balance-->Bank-->add balance of bank-->save