What is Zoho Accounting Software?

To upload a bank statement in Zoho Books, follow these steps:

1. Log in to Zoho Books:

• Go to the Zoho Books website and log in to your account.

2. Navigate to Banking:

• Click on the "Banking" tab on the left sidebar.

3. Select or Add a Bank Account:

• If you've already added a bank account, select it from the list.
• If you haven't added a bank account yet, click "Add Bank or Credit Card," search for your bank, and add it.

4. Upload the Statement:

• Click "Import Statement" or "Upload Statement" in the selected bank account at the top right corner.
• Choose the file format you have for your bank statement. Zoho Books supports CSV, OFX, QIF, CAMT, and MT940 formats.
• Click "Browse" or "Choose File" to select the statement file from your computer.

5. Map Fields:

• Zoho Books will prompt you to map the fields in your file with Zoho Books fields (like Date, Description, and Amount).
• Ensure all necessary fields are correctly mapped, then click "Next" or "Import."

6. Review and Save:

• Review the imported transactions. Zoho Books will automatically categorize them if possible, but you can edit or categorize them manually if needed.

7. Reconcile:

• After importing, you can reconcile the transactions with those in Zoho Books.

To add salary in Zoho Books, follow the steps mentioned below:

1. Click on the purchase option on the left corner and select expenses.
2. Then Click+New towards the right corner of the page.
3. Choose the expense account. 
4. Enter all the necessary details, including salaries and employee wages.
5. Click save.

To add a signature to your Zoho Books account, go to settings and choose digital signature under the customization tab. Once done, click on the enable signature option.

To add an opening balance in Zoho Books, follow these steps:

• Log into your Zoho Books account.
• Tap on the settings option and select opening balance.
• Now click on the 'add opening balance' option.
• Choose the bank account to which you want to add the opening balance.
• Once done, add the opening balance amount, and you will be ready.

To add your bank account to Zoho Books, follow these simple steps:

• Log into Zoho Books.
• Explore the banking section on the website.
• Add a new bank account.
• Once you have added your bank account, look for your bank in the search tab.
• Select your bank name from the dropdown menu.
• Fill in all the required bank details manually.
• Verify your bank account.
• Once you have added your bank details, reconcile your bank account by matching transactions in Zoho Books and your bank statement.