Hey everyone!
Manually entering the bank statements into your accounting software for reconciliation purpose is a tedious and error-prone task that can compromise the accuracy of your accounts. The banking module in Zoho Books helps you solve this problem by allowing you to import the bank statements. The most commonly used formats are CSV, XLSV, TSV, but have you tried importing bank statements in the PDF format?
We recommend the import of PDF bank statements because it eliminates the hassle of mapping the fields and captures the data accurately. We are hosting this webinar to show you the different ways in which you can import your PDF bank statements into Zoho Books and simplify the process of reconciliation. The agenda is as follows:
1. Importing PDF bank statements.
2. Matching and categorising transactions
3. Reconciliation
4. Live Q and A
You can register for the webinar by clicking here. If you have any queries, feel free to reach out to us at support@zohobooks.com.
We look forward to your presence!
Warm Regards,
Diksha Uniyal
The Zoho Books Team