Tracking Client Purchases
Zena will help you automatically track all client purchases to the projects using both your virtual and Zena Card(s).
If you have not yet connected your business bank account(s) to track in Zena, you'll be prompted to Apply for the Zena Card to track your transactions automatically and/or connect your other business accounts to import external transactions.
When you create a new project, a virtual Zena Visa card will be created and attached to that project. Use this specific card for all of your project purchases.
Virtual Cards
When using virtual cards that are attached to a project, Zena will automatically recognize those card numbers and categorize your purchases under the corresponding project, as shown below. Notice the project name included as well as the card number with the last four digits of the virtual card.
Download all transactions for this particular project by going to Projects > Download on the upper right-hand side of your screen, or alternatively, connect your QuickBooks online account with Zena to get all transactions tracked in QuickBooks as well.