Banking
- Why are my recent bank transactions not displayed?
- What should I do if my bank feeds are broken?
- How do I find if my bank supports automatic feeds?
- What do you mean by Manually Added, Matched and Categorized transactions? When should I match or categorise a transaction?
- What can I do when there are duplicate entries while matching my bank statements with transactions in Zoho Books?
- How do I revert a wrongly matched/categorised statement line?
- How does Zoho Books fetch my bank statement using bank feeds?
- What should I do if I encounter errors while importing my bank statements into Zoho Books?
- How do I delete a matched or categorised transaction?
- While reconciling an account, I’m getting a “Please complete the reconciliation saved earlier to record another reconciliation.” error.
- How to import a bank statement?
- How do I match deposits from my imported bank statements to payments from customers?
- How do I match a transaction with multiple customer payments?
- How do I match a downloaded bank transaction with multiple categories of transactions?
- How does auto categorisation of bank transactions work?
- How can I account for extra bank charges in Zoho Books such that my transactions match their respective bank payments?
- How do I record funds injected into the business by the owner?
- How do I transfer payments from undeposited funds to my bank account in Zoho Books?
- How do I exclude transactions from a list of uncategorised transactions?
- How do I delete my bank account in Zoho Books?
- The amount in Zoho Books and my bank account does not match. What should I do?
- Can I have more than one bank account with a different currency associated with my Zoho Books account?
- What is the actual amount that will reflect in Zoho Books while fetching feeds through PayPal? Will it include bank fees and charges?
- I have deposited 3 cheques in the bank. Two cheques were payments towards invoices and one was a tax refund. My bank feeds display it as a single deposit. How do I categorise them in Zoho Books?
- How do I match batch payments that I’ve received through payment gateways with their corresponding transactions in Zoho Books?
- I added an incorrect transaction in my previous reconciliation. How do I undo it?
- My customer paid for an invoice using a cheque but the cheque bounced. How do I record bounced cheques in Zoho Books?
- How do I match multiple bank feeds to a single invoice/bill?
- How do I import transactions of multiple currencies from PayPal into Zoho Books?
- How do I record a payment for an invoice that I received to a different foreign currency account?
- What must I do if there are duplicate feeds for my bank account in the Banking module?
- How do I categorise and match transfer fund transactions between two accounts?
- Why can’t I create transaction rules between accounts with different foreign currencies?
- How do I view/filter duplicate transactions?
- How do I find the bank statements that I am looking for in Zoho Books?
- What are all the file formats supported while importing bank statements?
- How do I match multiple transactions in Zoho Books with a bank statement line?
- Can I use transaction rules to auto-categorise my transactions?
- Can I reconcile my bank account in Zoho Books?
- My bank statement contains negative values in the amount column. Can I import that in Zoho Books?
- Why should I fill the date field when importing a bank statement?
- Can I save my previous import preferences?
- How do I export uncategorised bank statements?
- What is the purpose of the Associated Expense field when recording a refund for an expense from a bank account?
- How do I undo the last import made to a bank account?
- How do I unmatch matched transactions in bulk?
- How do I uncategorise categorised transactions in bulk?
- Why am I unable to change the customer name on a payment received?
- I approved a transaction, but I’m not able to see it in any report. What should I do?
- How do I record income that hasn’t occurred due to sales?
- How do I make a bank account as the primary bank account for my organisation?
- I have my business located in different countries. Is it possible to categorise and manage all the transactions using Branches within a single organisation?
- Is it possible to sync corporate cards added in Zoho Expense as a bank account in the Banking module of Books?
- How do I edit a filed transaction?
- Are automatic bank feeds supported in the Free plan?
- When I record the mileage expense, I am not able to see the bank account. Why is that?
- How can I transfer funds from a bank to a liability account?
PSD2 and Open Banking
- What is PSD2?
- When did PSD2 come into effect?
- What is Open Banking and how does it affect my bank feeds?
Yes
No
