Here's how to do it:
- Sign in to Zoho Books and navigate to "Banking" from the left sidebar.
- Choose the bank account you want to reconcile.
- Click the gear icon in the top right and select "Reconcile Account."
- Select "Reconcile now."
- Enter the start and end dates along with the closing balance, then click "Start Reconciliation."
- Review and match transactions with your bank statement.
- Verify the balance and click "Reconcile" to finish.
