How to Do Bank Reconciliation with Zoho

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Welcome to the Fit Small Business Bank Reconciliation course! In this video, we’re going to show you how to reconcile a bank account using Zoho Books.
0:21 How to Connect to your Bank
1:06 Setting Up Bank Feeds
4:14 How to Assign an Account to Uncategorized Transactions
7:50 Steps on How to Complete Monthly Bank Reconciliation
14:28 Tips on Reconciling Bank Accounts
16:41 Additional Tips
Access this Lesson here:
fitsmallbusiness.com/bank-reco...

[@minshum]

Better than the official Zoho video 👍🏼

[@bobsteele6563]

Excellent, thank you!

[@souvikenterprisers4725]

Hi Thanks for the valuable information in your video, Its really help me a lot to do the Bank reconciliation....

[@kemitgroupllcbereantrusted4593]

Thank you! Well done.

[@ashleyl.e7561]

Excellent video! I dont normally comment but this helped me get my head around things. Thanks!

[@FitSmallBusiness]

Glad it worked for you! If you want more resources, answers, tips, and tricks straight to your email inbox, subscribe to our newsletter for more: link.fitsmallbusiness.com/join/65m/signup-cross-promo
📧✨

[@sankirtan_glories_iskcon]

Thanks for this Knowledge Ma'am, could provide me some extra information in regards of ZOHO BOOKS that i am getting a problem of refreshing the Bank data ( Sync ) as i have refreshed it more than last 90 days due to which it is not showing some transation of bank, one thing more it is demanding for OTP when i go for refreshing the data so from where I'll get this OTP whether on Mail or Mobile No. which is entered in ZOHO BOOK.

[@IAMTatianaIAM]

You just skipped the rule section! I need that info!

[@foodwithrichylee]

very helpful

[@FitSmallBusiness]

Glad you think so!

[@kimteangchou87]

If the market hight and low who we stand ?

[@sadiqAli-jo2ye]

is it safe to using baking in 3rd party application

[@gratitudetouniverse2689]

I was seeking for a video which can teach clearly how to reconcile. She simply said if difference is zero we are good to go. Dear mam we know that, we want to know if difference exist then how to reconcile , what to check and uncheck.
If anybody can tellexact method plz share.

[@alpeshpatel8775]

If I have bank account of other currency , then how can take rate and reconcile

[@henryd5114]

Good introductory video. It would be beneficial if you created a second more detailed video to show how to reconcile an out of balance account.

[@AA-zq1sx]

There are countless ways an out of balance account could be screwed up by someone, so if that's your situation one video can't solve it. Get off TH-cam and pay an accountant to straighten out your books.

[@henryd5114]

@@AA-zq1sx Don't need your advice!! My comment was for the benefit of others ... jackass

[@minshum]

@@henryd5114 New Yorker?

[@waltertrejo2534]

it's a shame you don't reply to the comments. I was going to ask something but it's pointless as I don't see any any replies from you in all the comments made so far.

[@AA-zq1sx]

She doesn't owe you free accounting advice to solve your problems. If your books are screwed up, pay an accountant to figure it out!

[@minshum]

You took the time to write that but didn’t bother posting your query that maybe someone else here could’ve answered? 🤷🏼‍♂️

[@kimteangchou87]

How send the right products to the right market.