How Do I Clear Transaction from My Bank or Credit Card with My Transactions in Zola Suite?

How Do I Clear Transaction from My Bank or Credit Card with My Transactions in Zola Suite?

  1. Once a link with Zola suite is established between your bank or credit card provider, Go to the Banks & Registers under the Accounting section.

  2. Select the account you wish to clear, then select "Download & Review"



  3. Select the transaction you wish to clear.

  4. You will be given different clear options:

    1. Match Check
    2. Match Transaction
    3. Match Transfer
    4. Assign New Transaction - If this transaction has not already been recorded on your Zola Suite Register, you can record it here and assign it as a billable expense.


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