How to fix the errors in the recipient records that were imported from my Zoho Books account?

Last modified 5/17/2023 3:35:08 AM EST

Once you import the recipient information from Zoho Books to TaxBandits, the summary of the recipient records will be displayed.  If there are any errors or missing information, you can find them under the Errors tab in the import summary. 

Click ‘Fix Error’ next to the corresponding error and resolve them one by one. You can also export the errors by clicking ‘Export Errors’ and resolve them in bulk.