Hi,
I'm wondering if there is a way to connect you bank account to Zoho Books to see the total amount in the bank account in Zoho but not get all of the transactions automatically pushed into Zoho Books from the bank.
For example, if I have $20K in one Paypal account and $30K in a second Paypal account and $50K in Wells Fargo, I want to see those totals on the dashboard and in the balance sheet. I want to know that all together I have $100K. But I only want to link one of the Paypal accounts to sync transactions and show me the live feed of uncategorized transactions. I want one of the Paypal accounts and the Wells Fargo account to show me the daily changes in the account total, but not push uncategorized transaction data into Zoho. Is that possible?
Thanks,
Emily