How Do I Clear Transaction from My Bank or Credit Card with My Transactions in Zola Suite?
- Once a link with Zola suite is established between your bank or credit card provider, Go to the Banks & Registers under the Accounting section.
- Select the account you wish to clear, then select "Download & Review"
- Select the transaction you wish to clear.
- You will be given different clear options:
- Match Check
- Match Transaction
- Match Transfer
- Assign New Transaction - If this transaction has not already been recorded on your Zola Suite Register, you can record it here and assign it as a billable expense.
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