Banking Connection Issue fix
- Please go to Banking module
>> Click on the bank account
>> Gear icon
>> Deactivate feeds. - Now again click on the Gear icon
>> Activate Feeds
>> It will redirect you to the accounts list page
>> Hover your mouse over the bank accounts listed and you will find a trash icon at the top right corner of all accounts listed. Please click on the trash icon and delete the accounts. - When all accounts are deleted, it will automatically redirect you to the page where you provide Token your consent to fetch your Balances and Transaction History by clicking Accept.
- Click on Accept and it will redirect you to the bank login page. Please input the credentials and login to the account and then try configuring the bank account feeds.
Try fetching the feeds by backdating to past 90 days as you will be able to fetch feeds for this bank only for past 90 days via token.
Related Articles
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 ...Reconcilation
Reconciliation In Zoho Books, you can reconcile an account to ensure that the transactions in your bank account match with the transactions you’ve created in Zoho Books. You can also choose the period for which you would like to reconcile an account. ...Apply unused credits automatically to bills
In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied to bills. And here ...Function #25: Automatically generate purchase orders from a sales order
Function #25: Automatically generate purchase orders from a sales order Coming to today's function, you're likely familiar with the feature in Zoho Books that allows you to raise multiple purchase orders from a sales order when item quantities are ...Navigating Zoho Books (Sales)
Zoho Books Welcome Guide Navigating Zoho Books To make it easier for you, we've put together the shortest route to navigate your way around Zoho Books. Before we get into the specifics, see where you'll find what. 1. The Navigation Panel on the ...