INTEGRATION OF BANKS WITH ZOHO BOOKS
When you can, perform these steps again to synchronize your banks with Zoho books to see if the integration with Token already works. Zoho tells me that it's done, but to check it before telling the clients. Let's see if we can Integrate Banks with Zoho Books.
Steps to Integrate Banks with Zoho Books
- Go to Banking module >> Click on Bank Account >> Gear Icon >> Disable Feeds.
- Now click on the gear icon again >> Turn on feeds >> It will redirect you to the account list page >> Hover over the listed bank accounts and you will find a trash can icon on the top right corner of all the listed accounts. Click the trash icon and delete the accounts.
- When all accounts are deleted, you will automatically be redirected to the page where you provide Token with your consent to obtain your balances and transaction history by clicking Accept.
- Click OK and you will be redirected to the bank login page. Enter the credentials and log in to the account and then try to set up the bank account feeds.
Note: You must reconfigure the feeds of the bank account connected through the token every 90 days.
Summary
author rating
user rating
5 based on votes
Software Name
Zoho books
Operating System
WEBSITE
Software Category
Invoicing
Price
EUR 10
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