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
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 ...
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 ...
Does Zola Suite Have Sub Accounts?
Zola Suite allows you to relate accounts within your Chart of Accounts to "parent" accounts. These accounts will fall under the parent account, allowing you to view a total under that parent account, in addition to a breakdown of the individual ...
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 ...
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