Add Accounts

In the Banking module, you can add your Bank, Credit Card and your PayPal accounts to Zoho Books. Once you add an account, you can import its feeds (automatically or manually) into Zoho Books. After doing this, you will be able to match the transactions in Zoho Books with your bank transactions.

To fetch manual and automatic feeds, you should first connect your bank or credit card account to Zoho Books.

Add Account

To connect your Bank or Credit Card account to Zoho Books:

• Go to the Banking module in the left sidebar.
• Click Add Bank or Credit Card button in the top right corner of the page.

Add Accounts That Support Automatic Bank Feeds

Zoho Books can be connected with major banks and credit cards. Just enter the name of a bank or credit Card that you would like to connect with Zoho Books and select from the drop down.

• Select an account information service provider.
• Enter the name of your bank or select one from the list of popular banks.

• Enter the login credentials.
• Select the account that you would like to connect with Zoho Books.
• Select the date from which you want to fetch the transaction history. Transactions from the last 90 days can be fetched into Zoho Books.
• Select the Currency.
• Click Continue.

This will automatically fetch bank feeds into your account. 

Your transactions from the selected date will be automatically imported and for transactions before the selected date period or historic transactions, you can always import statements into your account by selecting the Import Statement option.

Add Accounts Manually

Sometimes, the bank or credit card you are searching for might not be available. In this case, you can manually add those accounts and import statements.

• Go to the Banking module.
• Click the Add Bank or Credit Card button.
• Click the Enter your account manually button to add an account manually.

Add Bank Accounts Manually

If you wish to add a bank account manually, select the Bank option as the account type.

Add Credit Card Accounts Manually

If you wish to add a Credit Card account manually, select the Credit Card option from the Select Account Type tab.

Add PayPal Account

You can also connect with your PayPal account to fetch automatic feeds into your Zoho Books.

• Go to the Banking module.
• Click the Add Bank or Credit Card button.  
• Select Paypal listed under popular banks.
• Next, choose the account type (Bank or Credit Card) in Zoho Books to fetch feeds from PayPal. 
• After choosing the account type, you will be redirected to the PayPal.
• Enter your credentials to authorize the connection between PayPal and Zoho Books.
• After signing-in, you will receive a message indicating successful integration with Zoho.
• Click Go Back to Zoho to return to your Zoho Books account.

Add Currency

After being redirected back to your Zoho Books account, you will have to enter the following details.

• To add more currencies, click Add new currency.
• Click Save.

Remove Currency

If you have stopped receiving payments for a particular currency or if you had set up a wrong currency, you can remove that currency feed from PayPal.

To remove your currency,

• Go to the Banking module.
• Click the Add Bank or Credit Card button in the top right corner of the page.
• Select PayPal listed under popular banks.
• Now, click the Remove button adjacent to the currency that you want to remove.
• Click OK.

Next >

• Bank Feeds

Related >

• Add Transactions
• Match/Categorize transactions
• Transaction Rules
• Reconcile Accounts
• Other Actions in Banking

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