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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?
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 does Matching work in Zoho Books?
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 the primary bank account for my organisation?
I have created transaction rules in my bank account to recognize and categorize statements, but they aren’t working. What should I do?
I am unable to delete a bank transaction as it says “The transaction has been categorized/matched” although the transaction’s status shows as manually added. How do I delete it?
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?
Why am I not able to fetch bank feeds older than 90 days using Token?
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