How to Import Chase Bank Statement into Zoho Books

To import your Chase statement into Zoho Books: download your PDF from chase.com → Accounts → Statement → Download PDF, convert it to CSV using Bank Statement Converter (free, under 20 seconds), then upload via Banking → [Account] → Import Statement. No manual re-keying — all transactions transfer automatically.

Step 1: Download Your Chase Statement

  1. 1. Log in at chase.com and go to your account overview
  2. 2. Select the account you want (checking, savings, or credit card)
  3. 3. Click 'Statements' in the left sidebar
  4. 4. Choose the statement period and click 'View statement'
  5. 5. In the PDF viewer, click the download icon to save the PDF

Step 2: Convert PDF with Bank Statement Converter

Upload your PDF to Bank Statement Converter — select CSV output — download in under 20 seconds.

Step 3: Import into Zoho Books

  1. 1. In Zoho Books, go to Banking from the left navigation
  2. 2. Select the bank account you want to reconcile
  3. 3. Click 'Import Statement' from the account options
  4. 4. Choose CSV as the file format and click 'Upload'
  5. 5. Select your CSV file from Bank Statement Converter
  6. 6. Map columns: Date, Description, Debit, Credit — then click 'Import'

Frequently Asked Questions

How do I download my Chase bank statement?
Log in at chase.com and go to your account overview → Select the account you want (checking, savings, or credit card) → Click 'Statements' in the left sidebar → Choose the statement period and click 'View statement' → In the PDF viewer, click the download icon to save the PDF
What file formats does Zoho Books accept for bank import?
Zoho Books accepts CSV, OFX, and QIF. CSV is most flexible. Select CSV output in Bank Statement Converter and import via Banking → [Account] → Import Statement.
Does Zoho Books auto-match transactions to bills?
Yes. After import, Zoho Books compares transaction amounts and dates against outstanding bills and invoices. Exact or close matches are suggested for one-click reconciliation.
Can I import transactions for a Zoho Books manual bank account?
Yes. Zoho Books allows manual bank accounts (accounts not connected via bank feed). Import your CSV statement the same way — Banking → [Account] → Import Statement.
Is my Chase data safe to upload?
Yes. Bank Statement Converter processes files in-memory and deletes them immediately after conversion. No data is stored, logged, or used for model training. No account is required.
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