This guide explains the step-by-step process to integrate your ICICI Bank account with MargBooks for seamless connected banking.

Once integrated, users can check real-time bank balances, make payments, and auto-sync statements directly within MargBooks.

Step 1: Log in to MargBooks

Sign in to your MargBooks account using your credentials.
After logging in, you will land on the Dashboard screen.

Step 2: Open Dashboard Settings

On the top-right corner of the Dashboard, click on the Settings icon.
From the dropdown, click on Dashboard Settings.
In the new window, click on the Configure button next to Control Room.

Step 3: Enable ICICI Bank Integration Option

Inside the Control Room, go to the search bar and type Integration.
Locate the option Banking Integration.
Turn the option ON (Yes) and click Save Changes to enable the integration setting.

Step 4: Register Your ICICI Bank Account

After enabling, go back to the main menu and click on Banking from the left navigation panel.
A registration window will open. Fill in the following details:

Corporate ID
User ID
Alias ID

After entering all the details, click Save & Register.

Step 5: Access Connected Banking Features

After successful activation, you can now:

View real-time bank balance directly in MargBooks.
Make vendor or supplier payments using NEFT / RTGS / IMPS without logging into the ICICI portal.
Fetch and auto-reconcile bank statements with your accounting entries.

By following these steps, you can easily integrate your ICICI Bank account with MargBooks and experience seamless banking operations within the software. This integration saves time, eliminates manual reconciliation, and ensures faster, error-free financial management, all from one dashboard.