Achieve effortless reconciliation using Zoho Books (Global) | Banking Module Mastery | English

This video is hosted by Zoho Books, an online accounting software that manages your finances, automates your business workflows, and facilitates collaborative work across departments. In this recorded session, we will explore the Banking module in Zoho Books and its functionalities, helping you optimize your accounting operations.

Topics covered:
Understanding the Banking module
Adding your bank accounts to Zoho Books
Fetching transactions
Matching transactions
Comparison charts, and more

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Zoho Books is a powerful cloud accounting platform that takes care of all the accounting needs of your business.

Key highlights of Zoho Books:
- Record all sales and purchase transactions such as estimates, sales orders, invoices, expenses, bills, and much more.
- Connect your bank account and reconcile your transactions.
- Get detailed insights into your business health with 70+ reports.
- Automate your tasks with workflow rules, email alerts, field updates, custom functions, webhooks, and much more.
- Experience a high level of data security with our strict privacy policy.
- Access your data anytime, anywhere with our mobile applications for iOS and Android.

Learn more about Zoho Books: https://www.zoho.com/books/
Sign up for our free 14-day trial: https://www.zoho.com/books/signup/

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00:00 Intro and Agenda
00:45 Banking module overview
01:31 What is reconciliation?
02:03 Steps involved in setting up
02:41 Manual feeds import
04:39 Automatic feeds import
09:22 Feed indication (ft. Broken feeds)
10:37 Adding transactions
11:15 Matching transactions
15:40 Categorizing transactions (ft. Transaction Rules)
17:39 The reconciliation process
20:11 Bank summary report
21:25 Banking overview
21:59 Reconciliation report
22:24 Banking in the Dashboard
22:52 Bulk actions
24:59 Outro