Convert a bank statement to Zoho Books
Zoho Books imports bank statements from CSV, OFX, QIF, and CAMT files. Convert your statement PDF to a categorized CSV first, then import it under the bank or credit-card account you're reconciling.
How to import a statement into Zoho Books
- 1. Convert the statement. Upload the statement PDF and download the CSV.
- 2. Open the account. In Zoho Books: Banking → select the account → Import Statement.
- 3. Map & import. Map Date, Amount, and Description to the CSV columns, then import.
Frequently asked questions
- Does Zoho Books read PDF statements?
- No — Zoho Books imports CSV, OFX, QIF, and CAMT. Convert the PDF to CSV first, then import it.
Export to other tools
Convert a statement from your bank
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