Convert Bank Statements to Zoho Books — PDF to CSV

Zoho Books supports CSV bank statement imports for reconciliation. Bank Statement Converter generates a Zoho-compatible CSV from any PDF bank statement in seconds — letting you skip manual entry and jump straight to categorizing transactions in Zoho Books.

Key Benefits

• Generates CSV files formatted for Zoho Books bank feed import
• Supports all major US, Canadian, and international banks
• Columns match Zoho's expected format: Date, Description, Debit, Credit
• Works for Zoho Books, Zoho Expense, and Zoho Finance Suite
• Free for occasional use

How It Works

1. Step 1: Download your PDF bank statement
2. Step 2: Upload to Bank Statement Converter and select CSV
3. Step 3: Download the CSV
4. Step 4: In Zoho Books: Banking → Import Statement → Upload CSV

Frequently Asked Questions

How do I import a CSV into Zoho Books?

In Zoho Books, go to Banking → select your bank account → Import Statement. Choose CSV format, upload the file, and map Date, Description, Debit, and Credit columns. Zoho Books will auto-match transactions against existing entries.

Does Zoho Books also accept OFX format?

Yes. Zoho Books accepts OFX and QIF in addition to CSV. Bank Statement Converter can produce OFX output via the QBO/OFX export option if you prefer that format.

Convert a Statement for Zoho Free