Does My Bank or Credit Card Provider Link with Zola Suite?
Zola Suite's Download Account Activity feature in our Banks and Registers can integrate with over 3000 U.S. based banks.
Here is a list of the top 25 banks:
- Bank of America
- Wells Fargo
- US Bank
- Capital One
- TD Bank
- Navy Federal
- Charles Schwab
- Citizens Bank
- State Street Corporation
- Credit Suisse
- Ally Financial
- Fifth Third Bank
- Royal Bank of America
- Santander Bank
- Regions Financial Corporation
- M&T Bank
- Huntington Bank
If you do not see your specific institution on this list you can search for them within the application or reach out to our support team via email
with the name of your bank.
How Do I Link My Bank and Credit Card Accounts to Zola Suite?
By linking your bank or credit card you will download all account records into Zola Suite and have the ability to pull up-to-date reports and clear/match all your transactions. Go to the Accounting section and select Banks & Registers. Select View ...
Download Bank/Credit Card Activity
Download activity from over 3000 financial institutions to quickly clear your accounts and assign any of them as billable expenses with a few clicks.
How Do I Clear a Transaction from the Download and Review Feed?
First, navigate to the Banks and Registers page, select the credit card from the drop-down, then click Download and Review Select the transaction you'd like to clear. If this activity was already created in Zola Suite and appears on your Bank ...
How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below. If you have not done so already, be sure to Add the Credit Card to your Banks and Registers. 1- Non-Billable Credit Card Activity can be added through ...
Does Zola Suite Handle Bank Reconciliations?
If you want to ensure that all of the balances for your trust or operating accounts are accurate, you can utilize our Bank Account Reconciliation feature. This will confirm that the bank balance, book balance in Zola Suite, matches your Financial ...
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