Automatic Banking Feeds
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.
Pro Tip: Zoho Books offers you the option to choose from two major account information service providers - Yodlee and Token. If your bank’s feeds are not supported by these providers, we request you to import bank statements manually.
- 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.
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- 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.
- Click Continue.
Always input the IBAN as one whole series, whithout any spaces OR special charachters !!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.
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