Can you check the bank without connecting it?
Zoho Books’ US Free plan lists bank reconciliation. Standard lists connected bank feeds. A feed brings in new entries, while reconciliation compares what is in your books with the bank statement. Check your country’s plan and eligibility before relying on the US list.
What can you take out when you hand over the books?
Zoho documents a compressed organization backup containing separate CSV files for its modules. Check that the rows and date range you need are present. Keep copies of important invoice documents and attachments separately if your handoff needs them.
Which records would explain one deposit?
Draw a fictional invoice, its paid entry and a deposit with the same amount.
- Connect the recordsMark which entry shows the customer’s bill and which shows money arriving.
- Describe the handoffWrite which rows you would ask to see in the backup and which original documents should travel separately.