How do I Delete a Bank Account?
Contact Support to Delete a Bank or Credit Card account from your Banks and Registers.
When you are setting up your Bank and Credit card accounts, keep in mind Zola automatically starts you off with one Operating Account and one Trust Account. The account names and details can be edited to fit your needs. You can also create additional bank accounts and credit card accounts.
Bank and Credit Card accounts should always be created from the Banks and Registers
section of Accounting, and not directly from the Chart of Accounts
. Creating the account from Banks and Registers will establish a register for that account, whereas if it is created from the Chart of Accounts it will only be available to be viewed on the General Ledger
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 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 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 ...
What is the Account Reconciliation Report?
The Account Reconciliation Report is used to ensure that both your Zola Suite Register and your bank account transactions are in agreement. To start the reconciliation, click the + sign in the top right hand corner of the report header. Here, you ...
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 ...
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