Hello!

Automatic bank feeds was our first initiative towards zero data entry in our accounting software. Many of our customers have tried and liked it.

For those who haven't been able to set up the bank feeds and would like to reduce the dull data entry part, should definitely try the 'Import Bank or Card Card Statement' feature. All you need to do is get your bank statement in a CSV or TSV format and then follow the three simple steps to import it into Zoho Books.

Step 1: Select the Statement

Step 2: Map the Fields

Step 3: Import Preview

Read more about it on our  blog and help documentation. Hope you'd like it. If you need any assistance, just drop us a mail to support@zohobooks.com or leave your comment below.

Regards,

Reshma