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Zoho Books is a GST-compliant accounting application that helps businesses manage cash flow and stay on top of finances. It enables businesses to send invoices, manage inventory, reconcile bank transactions, set budgets, run financial reports, and file GST returns.
Benefits
Easy Reconciliation
Automatically fetch bank feeds and match them with transactions recorded in Zoho Books, simplifying the reconciliation process.
Live account balance
View your live Kotak Mahindra Bank account balance within Zoho Books, no need to log in to your net banking account.
Reduced data entry
Fetch transactions automatically and eliminate errors associated with manual entry.
Steps to Connect Kotak Mahindra Current Account on ZohoBooks
Functionalities live for Kotak Current Account
Zoho Books is an online accounting software that helps businesses manage invoicing, accounting, compliance, and financial operations in a cloud-based environment.
With Kotak Connected Banking on Zoho Books, you can:
There are no charges for enabling Connected Banking if you already have an active Zoho Books subscription.
For customers without an active subscription, applicable charges for purchasing or renewing the Zoho Books subscription will apply as per Zoho’s pricing.
Zoho Books is a subscription-based software. Charges apply as per Zoho’s pricing plans for purchase or renewal.
Connected Banking is available on Zoho Books as part of its integration capabilities with partner banks.
At Kotak Mahindra Bank, you can get instant approval for Personal Loans if you meet the eligibility criteria and submit the required documents. Typically, approval takes 24-72 hours. Additionally, if you are an existing customer with good credit history, you may be eligible for a pre-approved loan with instant disbursement.
To connect your account:
You can also refer the below video for connecting your account on Zoho Books:
https://www.youtube.com/watch?v=tiIU8OFyPSs
Some of it include:
For subscription or licence-related queries:
Please contact Zoho support ([email protected])
Disclaimer (Things you should know):
For loans: Credit at the sole discretion of the Bank and subject to guidelines issued by RBI from time to time. Bank may engage the services of marketing agents for the purpose of sourcing loan assets.
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Kotak Mahindra Bank and any of its directors, employees and personnel shall not be liable for any loss, damage of any nature including but not limited to direct, indirect, punitive, special, exemplary, consequential as also any loss of profit in any way arising from the use of the services offered by TallyPrime, Zoho Books, and OpenMoney. The recipient shall be solely and fully responsible/ liable for any consequence arising as a result of availing the services and agrees not to hold the Bank liable for any loss or damage upon utilizing the services of TallyPrime, Zoho Books, and OpenMoney. The Bank shall not be responsible in any way for the advice given by TallyPrime, Zoho Books, and OpenMoney, its employees, representatives, agents and consultants.
