Blueprints

Reconcile Transactions on Zoho Books

Reconciling transactions in Zoho Books helps ensure that your records match your actual bank statements, helping you identify any discrepancies or errors. 1. Log In to Zoho Books. 2. In the dashboard or main menu, find and click on the "Banking”. 3. Choose the account you want to reconcile. 4. Click on “All Transactions” 5. On the upper right corner, click on the settings icon. 6. Click on “Reconcile Account”. 7. Click on “Initiate Reconciliation”. 8. Enter the Start Date, End Date and the Closing Balance.  9. Click  Start Reconciliation. 10. You’ll be able to see all the categorized transactions from the start date you chose up until the end date. 11. If you’ve done it correctly, then you should be able to see that the Difference is $0.00 on the end part of the transactions.  12. You can now click on “Reconcile” or if there are still errors, you can always click on “Save and Reconcile Later” and check the transactions on the spreadsheet. 

Jack Burrows
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