How do I link my bank and credit card accounts to Zola Suite?

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.

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