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 categorize 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/categorized 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 categorized 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 categorization 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 uncategorized 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 checks in the bank. Two checks were payments towards invoices and one was a tax refund. My bank feeds display it as a single deposit. How do I categorize 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 check but the check bounced. How do I record bounced checks 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 categorize 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 in Zoho Books?
- 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-categorize 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 uncategorized 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 uncategorize categorized 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 organization?
- How can I transfer funds from a bank to a liability account?
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