Banking

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

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

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

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

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