Zoho Books · Integration 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 Guide
- 01
Convert your PDF to Zoho Books CSV
Upload your bank statement PDF to MintConvert and select Zoho Books CSV. Download the .csv file.
- 02
Open Zoho Books
Log in to Zoho Books and navigate to Banking.
- 03
Select your bank account
Click on the bank account you want to import into.
- 04
Import statement
Import Statement → select the CSV file → Upload.
- 05
Map columns and import
Map Date, Description, Debit, Credit, and Balance columns. Click Import.
Frequently Asked Questions
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.
Bank Download Guides
All Guides