How to Fetch Direct Feeds | FAQ

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How do I fetch feeds and reconcile transactions?

Note: This integration is currently available only upon request. If you’d like to use it, contact icici-support@zohofinance.com. However, organisations that have already set up the integration can perform this action.

Once you have set up direct feeds, Zoho Books will fetch your bank feeds and you will be able to reconcile bank statements. To reconcile transactions:

Navigate to the Banking module and select an ICICI Bank account.

Bank feeds will be refreshed automatically on login.

Go to the Uncategorised Transactions tab and the bank statements will be listed below.

Select a transaction and Zoho Books automatically prompts the Exact Match for you.

Click the Match button to match a transaction.

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