Connecting your Wise account with Zoho Books is done via Open Banking, which means Wise shares data about your balance activities with Zoho Books. Zoho Books pulls transactions from your Wise currency balances, allowing you to view all connected Wise balances directly in Zoho Books for easy tracking of transactions.
How to connect your Wise account with your Zoho Books
Log in to your Zoho Books account
Go to the Banking tab
Select Connect bank or credit card, or select Automatic import from the Configuration menu for an existing bank account
Search for Wise in your region in the Automatic Bank Feeds Supported Banks section
Confirm the connection terms and conditions
On the web, log in to your Wise account and select the profile you want to use
Select the Wise balance you want to connect to your Zoho Books bank account
The authorisation to share your data with FreeAgent will expire after 90 days. You’ll need to authorise sharing your data again at this point. This is due to regulations set by the Financial Conduct Authority (FCA) regarding 90-day reauthentication rules. For more information, you can visit the Open Banking website.
How to disconnect your Wise account from Zoho Books
On your Wise account on the web:
Go to Integrations and tools under Settings
Go to Apps and software
Select Disconnect for Zoho Books