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 Bank & Credit Card Accounts
  
  
  
  
• Select the Pencil icon next to the account you wish to connect, Follow these instructions to create a Bank Account/Credit Card Account if you do not already have one.
  
  
  
  
• Select the link for Connect Bank/Credit Card Account
  
  
  
  
• Choose your bank/credit card provider and enter your online credentials to log in.
  
  
• Select the account from the drop-down menu.
  
  

Our integration with Plaid may limit the bank and type of bank account users are able to connect, which could result in an error message when trying to connect your bank account.

• Related Articles

• 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 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 ...

• 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.

• 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 ...