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!

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