Zoho Books integration
PDF bank statements → Zoho Books
Convert PDF statements to CSV, OFX or QIF and import them into Zoho Books with Banking › Import Statement.
Convert a statement free 20 free pages / month · no card
Last updated
Quick answer
Zoho Books accepts CSV, TSV, OFX, QIF and CAMT files. Convert the PDF, export CSV or OFX, and use Banking › Import Statement on the matching account.
Step by step
- Export CSV or OFX.
- In Zoho Books open Banking and select the account.
- Choose Import Statement and upload.
- Map fields for CSV and confirm.
Frequently asked questions
Is Indian number formatting supported?
Yes. Amounts like 1,00,000.00 on Indian statements are normalised to plain numbers in the export.
At a glance
- Export formats
- CSV, OFX, QIF
- Where to import
- Banking › Import Statement
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.