Zoho Books • Official Guide
How to Import a Bank Statement PDF into Zoho Books
Zoho Books accepts bank statements via CSV import when automatic bank feed is not available. MintConvert converts your PDF to a Zoho Books-compatible CSV with the correct column mapping.
Step-by-Step Instructions
1
Convert your PDF to Zoho Books CSV
Upload your bank statement PDF to MintConvert and select Zoho Books CSV. Download the .csv file.
2
Open Zoho Books
Log in to Zoho Books and navigate to Banking.
3
Select your bank account
Click on the bank account you want to import into.
4
Import statement
Import Statement → select the CSV file → Upload.
5
Map columns and import
Map Date, Description, Debit, Credit, and Balance columns. Click Import.
Frequently Asked Questions
Q.Does MintConvert support Indian banks for Zoho Books import?
Yes HDFC, ICICI, SBI, Axis Bank, and Kotak Mahindra Bank are all supported with INR amounts preserved.