How can I set up my bank accounts within my Zola Suite account?

How Can I Set Up My Bank Accounts Within My Zola Suite Account?

Zola Suite has an Accounts page where all Bank (trust or operating) and Credit Card Accounts are located. This page can be found by:

  • Going to the Accounting section

  • Click on the "Banks & Registers" tab

  • Under the top green action bar, click "View Bank Accounts & Credit Card Account"



  • To add a Bank/Credit Card account click the "+" on the green action bar



Once the Bank Account has been created you can then link it with your provider!

    • Related Articles

    • 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 ...
    • 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 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 ...
    • 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: Chase Bank of America Wells Fargo Citi US Bank Capital One PNC USAA TD Bank SunTrust Regions ...
    • How Do I Customize Permissions for Bank Accounts?

      Do you have Bank Accounts that you only want certain users to be able to access?  Now, you have the ability to grant permissions on a user by user basis to access bank registers and check writing capabilities. This article will show you how.  From ...

    Status

    Experiencing degraded performance in Zola Suite?