Banking Overview | Zoho Books

Zoho Books is an online accounting application that takes care of all the accounting needs in your business.

Key highlights of Zoho Books:

» Record all sales and purchase transactions such as Estimates, Sales Orders, Invoices, Expenses, Bills and much more.
» Connect your Bank Account and reconcile your transactions.
» Get detailed insights into your business' health with 50+ reports.
» Automate your tasks with Workflow Rules, Email Alerts, Field Updates, Custom Functions, Webhooks, and much more.
» Experience a high level of data security with our strict Privacy Policy.
» Access your data anytime, anywhere with our mobile applications for iOS and Android.

Follow us on:

[KimberlyLeveris]

My Zoho isn't giving me the option to connect the bank. Do I need to be on a specific account type?

[GomathiShankarEnterprises]

Why should we add a transaction manually?? Wont that make a difference in the balance of Zbooks and Bank account ??

[PatelTusharV-ww]

For my Cash credit account this isnt working! If i load this as a bank account it shows as a liability and if I load it as Credit Card i am unable to match customer payment with their invoice.

[AkshatSaxena-fl]

Let's Say, I am using a payment gateway and that payment gateway is charging a specific percentage.

Now, the invoice from books is of 100rs but in my bank account i am only getting 99 rs. Assuming as a large organization, i am handling multiple payments on a daily basis, is there a way, i can reconcile this data automatically, as matching 1000 records on a daily basis manually is not feasible.

[Akash-jjpi]

what are the reports to be taken for audit/ how to audit in zoho books

[Akash-jjpi]

how to export bank statements from zoho books

[jayanthikaran]

Kindly share videos for college accounts in zoho books