Bank and Credit Cards with Zoho Books

Now this maybe a tad left field but when I spend a while trying to figure something out that is blindingly obvious I think I should at least share the experience. I am currently setting up Zoho CRM Plus and Zoho Books. This is a fully integrated CRM and Accounting solution (+ lots more) for any small to medium size business or indeed a startup. Not wanting to have to add details from my bank account or credit cards, much like any other book keeping application, Zoho Books can injest data from your bank or credit card company. All you need are the security credentials of your account and away you go.

Once logged into Zoho Books, go to the Banking option and select the ‘Add Bank or Credit Card button at the top left of the screen. You are then presented with the following:-

Perhaps it was just me, but having the useful ‘Select from the popular banks’ option resulted in missing the almost greyed out input field to search for your Bank or Credit Card company. I have a Business Barclaycard that I wanted to add. I quickly went to the clear ‘Barclaycard(UK) button and tried many options to get the credit card account to synchronise with Zoho. Failing to understand that Barclaycard have several flavours of card for Business and Personal use, each having their own security credentials and procedures. Going back to the ‘Find your Bank or Credit Card..’ I entered Barclaycard and found the option I needed.

Perhaps an example of too much help hiding something very useful? Anyway, all working very well now. Lesson learnt. Or even better, review material on Youtube before diving in!