Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App
Hi all,
Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the mobile app, you can add your bank accounts using Plaid or even manually add your bank or credit card details.
No need to switch to the web app anymore.This new convenience lets you stay in control of your accounts anytime, anywhere. Whether you prefer automatic integration or need a manual setup, it’s all at your fingertips.
Supported OS: iOS and Android
How it works:
➤ Open the Zoho Books iOS app.
➤ Tap on "More" and go to "Banking."
➤ Tap the "+" button at the bottom-left corner.
➤ You’ll see two options: “Connect Now” or “Add Bank Account Manually.”
➤ To add an account manually, enter the required bank/credit card details and save.
➤ For Plaid, tap “Connect Now,” review the terms, and proceed.
➤ Select your bank and log in with your bank credentials.
➤ Complete the verification process.
➤ Choose the accounts you want to connect.
➤ Confirm your selection to finish the setup.
To watch a video guide on these steps, click here.
Read more about the Banking module and how to manage your feeds here. With these updates, managing your feeds directly from the mobile app has never been easier. Stay on top of your finances anytime, anywhere. Download the mobile app by visiting this link or simply scan the QR code below.
And that concludes this series—see you in the next one.
Regards,
Tanisha Choudhury
Zoho Books
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