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How do I record unallocated deposits and payments using my bank account in Zoho Books?
In Zoho Books, it is possible to track unallocated deposits or uncategorized transactions using a Payment Clearing account.
To create a payment clearing account:
- Go to Accountant on the left sidebar and select Chart of Accounts.
- Click + New Account at the top of the page.
- In the Create Account pop-up, enter the required details:
- Select the Account Type as Payment Clearing.
- Enter the Account Name.
- Enter the Account Code and provide a short Description, if required.
- Click Save.
Once you create the account, you can associate it with the uncategorized transactions in the banking module of your Zoho Books organization.
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