Group 65
Go to ZarMoney
All Collections
Banking
Banking
19 articles in this collection
Written by
Support Team,
Support Team,
and
Support
General
How to Add a Bank Account (Article)
Written by
Support Team
Updated over a week ago
How to Connect to Your Online Banking (Article with Video)
How to connect your ZarMoney to your bank or credit card account
Written by
Support Team
Updated over a week ago
How to Edit Bank Account Information (Article)
How to update bank information
Written by
Support Team
Updated over a week ago
How to disconnect your bank account (Article)
Disconnect your bank account from online banking
Written by
Support
Updated over a week ago
How do I upload/import bank statement transactions? (Article with Video)
How to import OFX, QFX Transactions to Bank account register.
Written by
Support Team
Updated over a week ago
How to Match Transactions (Article with Video)
Match your transactions in ZarMoney to your Bank Feed
Written by
Support Team
Updated over a week ago
How to Record Merchant Fees (Article with Video)
Accurately record Credit Card fees that are deducted from the payments we receive from customers when using an intermediary such as Stripe.
Written by
Support Team
Updated over a week ago
How to reconcile bank accounts (Video)
Written by
Support
Updated over a week ago
How to edit a transaction after it has been reconciled (Article)
Written by
Support
Updated over a week ago
Deposits
How to Record a Deposit (Article with Video)
How to Record Income without a Sales Document
Written by
Support Team
Updated over a week ago
Record Deposit via Deposit Bag (Article with Video)
Undeposited Funds Feature
Written by
Support Team
Updated over a week ago
Journal Entries
How to Create/Enter a Journal Entry (Article with Video)
Written by
Support Team
Updated over a week ago
How to Edit a Journal Entry (Article)
Written by
Support Team
Updated over a week ago
Funds Transfers
How to Create a Fund Transfer (Article with Video)
How to Record a Credit Card Payment
Written by
Support Team
Updated over a week ago
Troubleshooting
I'm having trouble manually uploading my bank statements, what could be the issue? (Article)
Written by
Support Team
Updated over a week ago
Why can't I find my transaction to Match? (Article)
Reasons you may not be able to find your transaction from the Match screen in Online Transactions
Written by
Support Team
Updated over a week ago
Why aren't my transactions in Bank Feed loading? (Article)
Written by
Support Team
Updated over a week ago
Why haven't I received my customer payments via Stripe? (Article)
Written by
Support Team
Updated over a week ago
How to convert .PDF file bank statements into .OFX or .QFX files using ProperSoft.net (Article)
Convert your bank statement file types so they can be uploaded/imported into ZarMoney
Written by
Support
Updated yesterday