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Easily reconcile your bank transactions with automatic feeds

Are you looking for ways to get a better handle on your small business finances? 

Zoho One has many apps that can help you manage your finances and back-office operations; from managing invoices, inventory, and expenses to creating subscriptions, collecting payments, and managing your accounts. 

In this video, we will be covering Zoho Books' banking module. Zoho Books is an accounting software that lets you track receivables and payables, connect bank feeds, track time to create invoices for clients, and more. With its powerful banking module, you can connect multiple bank accounts or credit cards to Zoho Books and start importing transactions automatically. 

Setting up automated bank feeds significantly reduces data entry and records transactions accurately. An intelligent system is built into Zoho Books which makes transaction matching and bank reconciliation a breeze. 

Once your bank feeds are in Zoho Books, click on the uncategorized transactions. The intelligent system will try and match them with the existing transactions in Zoho Books. The system refers to the date, amount, and transaction rules you have configured to suggest the best or possible matches.


After you categorize your bank feeds into income and expenses, you can easily reconcile them with your transactions and keep your books tax-ready.

The banking dashboard will give you an up-to-date summary of your business finances.

Watch the video to learn more. 

About the authors

Do you have any further questions, suggestions, and feedback? Chat with our experts.

Chaitanya R

Product Marketer - Zoho One

Chaitanya is a product marketer for Zoho One who loves exploring all aspects of marketing and has a passion for creating visual content. Chaitanya graduated from Zoho Schools of Learning. He enjoys exploring, filmmaking, engaging in conversations, and being in the company of others.

Jeremy Savio Dcruz

Product Marketer - Zoho One

Jeremy Dcruz is, a product marketer with experience in academia, corporate communication, journalism, and advertising. He’s committed to helping you discover your ‘why’ while building a brilliant brand presence on and offline.

Nandha Kumar

Business Development Specialist - Zoho One

Nandha is a technology expert who helps businesses simplify and digitize their operations. He obtained a computer science degree from Bharathiyar University. Outside of work, he builds beautiful animations and masters the art of cooking.