Add Account
In the Banking module, you can add your Bank, Credit Card and your PayPal accounts to EzzyBook. Once you add an account, you can import its feeds (automatically or manually) into Zoho Books. After doing this, you will be able to match the transactions in EzzyBook with your bank transactions.
In this page…
Add Bank/Credit Card Account
To connect your Bank or Credit Card account to Zoho Books:
- Go to the Banking module in the left sidebar.
- Click Add Bank or Credit Card button in the top right corner of the page.
Add Accounts Manually
Sometimes, the bank or credit card you are searching for might not be available. In this case, you can manually add those accounts and import statements.
- Go to the Banking module.
- Click the Add Bank or Credit Card button.
- Click the Enter your account manually button to add an account manually.
Add Bank Accounts Manually
This is a short description
If you wish to add a bank account manually, select the Bank option as the account type.
| Fields | Description |
| Account Name | The name of your bank account that will be displayed. |
| Account Code | A unique code that you can enter for identification purposes. |
Add Credit Card Accounts Manually
If you wish to add a Credit Card account manually, select the Credit Card option from the Select Account Type tab.
| Fields | Description |
|---|---|
| Account Name | The name of your bank account that will be displayed. |
| Account Code | A unique code that you can enter for identification purposes. |
| Currency | Currency in which the bank account transactions are handled. You can select the currency from the drop down. |
| Bank Name | Name of the bank which holds the account. |