Banking

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23 articles in this collection
Written by Support Team, Support Team, and Support
General

How to Add a Bank Account (Article)

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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
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Written by Support Team
Updated over a week ago

How to Create & Edit Bank Rules (Article)

Set up rules for your imported bank transactions / Create Automatic Transactions
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Written by Support
Updated over a week ago

How to Edit Bank Account Information (Article)

How to update bank information
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Written by Support Team
Updated over a week ago

How to disconnect your bank account (Article)

Disconnect your bank account from online banking when you have connection issues or you need to update your log in credentials.
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Written by Support
Updated over a week ago

How do I upload/import bank statement transactions? (Article with Video)

How to import .OFX, .PFX, .QFX, and .QBO files into your bank account register.
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Written by Support Team
Updated over a week ago

What's the Difference between 'Match', 'Add', and 'Exclude'?

What's the difference between 'Bank Match' and 'Bank Add' and 'Bank Exclude'?
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Written by Support
Updated over a week ago

How to Match Bank Transactions (Article with Video)

Match your transactions in ZarMoney to your Bank Feed
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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.
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Written by Support Team
Updated over a week ago

How to reconcile bank accounts (Video)

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Written by Support
Updated over a week ago

How to edit a transaction after it has been reconciled (Article)

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Written by Support
Updated over a week ago