How to Reconcile Your Accounts in Zoho Books | Monthly Accounting Made Easy
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- เผยแพร่เมื่อ 5 ก.พ. 2025
- How to Reconcile Your Accounts in Zoho Books | Monthly Accounting Made Easy
In this video, I'll guide you through the essential process of reconciling your bank and credit card accounts in Zoho Books at the end of each month. Reconciling ensures your records match your bank statements, helping you catch any discrepancies, like duplicate transactions or missing items.
By following this tutorial, you'll learn:
How to start the reconciliation process
Tips for checking your transactions against your bank statement
Best practices for ensuring a zero difference at reconciliation
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Hello, I need assistance with reopening a completed reconciliation due to some incorrect adjustments made by the previous accountant. I would like to know how I can do this, as I only see the "Print" option and not options like "Undo Reconciliation" or "Delete Reconciliation."