How to add bank details in Zoho Books?

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.

Zoho offers 2 primary accounting solutions that are listed below:

Zoho Books: Zoho Books is your one-stop destination for seamlessly managing all accounting-related tasks, allowing users to organize their transactions easily. It is a single and safe location wherein you can easily store your company's bills and invoices, oversee projects, and reduce all GST-compliant worries.

Zoho One: It consists of different business applications, including Zoho Books, and key features and functionalities like CRM, project management, and email. Zoho One can be a great option for businesses needing extensive tools to manage their financial operations.