Download Bank/Credit Card Activity

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.


    • Related Articles

    • 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 ...
    • 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 ...
    • How Can I Set Up My Credit Card Accounts Within My Zola Suite Account?

      Zola Suite has an Accounts page where all Bank and Credit Card Accounts are located. This page can be found by: Going to the Accounting section Click on the "Banks & Registers" tab On the top green action bar click "View Bank Accounts & Credit Card ...
    • How do I bill an expense paid by a credit card?

      Credit card expenses can be created from the following places: -Time and Expenses -Time/Expense tab in a matter -Banks and Registers -The Quick Add tool Creating a credit card expense would be very similar to a hard cost, except the expense will be ...
    • How Can I Edit a Bank Reconciliation?

      Sometimes while creating Bank Reconciliations you may make a mistake, confuse one transaction for another, and have to go back to update. If you need to make any changes to an existing reconciliation, you can do so by Going to the Reports tab of ...

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