Connecting your Wise account with Zoho Books

To connect your Wise account with your Zoho Books account:

1. Log into your Zoho Books account

2. Go to the Banking tab

3. Select Connect Bank / Credit Card or Add bank or credit card, or select Automatic import from the configuration menu for an existing bank account

4. Search for Wise in your region in the Automatic Bank Feeds Supported Banks section

5. Confirm the connection terms and conditions

6. Log into your Wise account and select the profile you want to use

7. Select the Wise balance you want to connect to your Zoho Books bank account

The authorisation to share your data with Zoho Books will expire after 90 days. You’ll need to authorise sharing your data again at this point.