Reconcile Bank Account in Zoho Books

Reconcile Bank Account in Zoho Books


  • Go to the Banking module in the left sidebar. Do NOT access the account via Chart of Accounts. It stupidly will not have any option there to reconcile the account. 
  • Select the account for which you would like to reconcile transactions.
  • Click the Gear icon in the top right corner of the page.
  • Select Reconcile Account.

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