banking
Sometimes, duplicate transactions may be present while you are trying to match bank statements against transactions in Zoho Books. This might happen in the following cases:
Case 1: The user has categorized the bank statement manually instead of matching them with the relevant transaction in Zoho Books.
In such cases, you would have to Uncategorize the Manually Categorized transaction and match it with the relevant transaction in Zoho Books. Here’s how you can do this:
- Go to the * Banking module and select the particular bank.
- Go to the All Transactions tab and select Categorized from the drop-down.
- Select the categorized transaction for which a duplicate entry is present and click Uncategorize.
- Once done, you will be able to match the transaction with the existing transaction.
Case 2: The transaction is recorded twice in Zoho Books.
In such cases, you would need to delete the duplicate transaction and match the relevant transaction with the bank statement. Here’s how you can do it:
- Go to the Banking module and select the particular bank.
- Go to the All Transactions tab and select Manually Added from the drop-down.
- Select the transaction which has duplicates and click Delete.
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