zoho books import transactions

Go to the Sales module from the left sidebar. Select Invoices. Click the More icon in the top-right corner. Select Import Invoices. Learn more ...

Import Data into Zoho Books · Select the module in which you want to import the data. · In the module's list page, click the More icon in the top right corner, ...

My user cannot see the Import option. · While importing, it says a mandatory column is missing. · I'm unable to import a transaction as it states that the value ...

Navigate to the module you would like to import and export data. · You can find the import and export options under the More button.

Importing Bank Statements · Go to the Banking module. · Select a bank or a credit account. · Click the Import Statement button on the top right corner to import.

Go to Banking on the left sidebar and select the bank account. Click Import Statement on the top right corner of a bank's Details page. Click Import Statement.

19 feb. 2025 — Yes, you can import transactions into Zoho Books using a CSV file. Navigate to the Transactions section, select Import, and upload your file.

To Import Invoice Payments, Go to Sales > Payments Received. Click on the Import Payments option from the actions drop down.

Set up the Organization Profile under Settings. · Import all the required accounts in the Chart of Accounts. · Configure your bank accounts in the Banking module.