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How To Do Bank Reconciliation In Zoho Books

Updated on:
April 6, 2026
By:
Madhav Bhandari
Use this interactive demo to learn the step-by-step process of reconciling your bank accounts in Zoho Books.

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Here's how to do it:

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  1. Log in to Zoho Books, then go to "Banking" on the left side panel.
  2. Select your bank account.
  3. Click the gear icon at the top right corner and choose "Reconcile Account."
  4. Click "Reconcile now."
  5. Enter dates and closing balance, then click "Start Reconcilation."
  6. Select and match transactions with your bank statement.
  7. Check balance and click "Reconcile."
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