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How do I find if my bank supports automatic feeds? How do I import transactions in case my Bank doesn’t support automatic feeds?

  • Go to the Banking tab and click the “Add Bank or Credit Card”.
  • Enter your bank’s name in the text box.
  • If your bank’s name is listed in the drop down, then your bank is supported for automatic feeds. You can go ahead configuring it.

Select a bank

  • If your bank account is not listed in the drop down, click Enter your account manually, enter the details and click Save.

Add details

The Routing Number field is optional and you can leave it blank if your bank doesn’t provide one.

Zoho Books currently supports five file formats namely CSV, TSV, OFX, QIF and CAMT.053 for statement import. You can import statements if your bank provides statements in any of these four formats. Click here to know how to import statements.

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