Zoho Books
  • Personal
  • Business
  • Corporate
  • Private Banking
  • Privy League
  • Solitaire
  • NRI Services
  • Investors
  • Personal
  • Business
  • Corporate
  • Private Banking
  • Privy League
  • Solitaire
  • NRI Services
  • Investors

 

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

  • Log in to your Zoho Books organisation.
  • Go to Settings and then Online Payments.
  • Navigate to the Vendor Payments tab and you will be able to find Kotak Mahindra Bank listed under it.
  • Click the Set up Now button to begin.
  • Read and agree to the terms and conditions of Kotak Mahindra Bank.
  • Click Set up Now again to proceed and you will be redirected to Kotak’s website to authenticate the integration.
  • Login to Kotak Mahindra Portal
  • Enter the One Time Password (OTP) sent to your registered mobile number and click Verify.
  • Click Accept to provide your consent to link Kotak Mahindra Bank with Zoho Books and to accept the Terms and Conditions for enabling all accounts and services.

Functionalities live for Kotak Current Account

  • View Account Balance
  • View Statement

Ready to take the next step?

Collect payments easily, anytime, anywhere with kotak.biz app

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.