How do I import a bank statement into Zoho Books?

Convert the statement and Export → CSV (or OFX), then in Zoho Books open Banking → the account → Import Statement and upload the file.

Zoho Books imports bank and credit-card statements from CSV and OFX files. Convert your PDF in StatementFlow and choose Export → CSV for the broadest fit, or Export → Xero for an OFX file.

In Zoho Books: go to Banking, pick the account, and choose Import Statement. Upload the file, confirm the column mapping, and the transactions import for categorisation and reconciliation.

The same export works for QuickBooks and Xero if you switch tools, and every conversion is reconciled against the running balance before you import.

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How do I import a bank statement into Zoho Books?

Upload your statement

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