Why am I unable to import my bank statements?

If you’re unable to import your bank statements in the Banking module, ensure that:

You use a suitable file format to import statements. The valid file formats are: PDF, CSV, TSV, XLS, OFX, and QIF.
When you’re importing a PDF file, download the file directly from your bank’s website and import it into Zoho Books without changing the file’s name.
All the necessary fields are present in your import file and they are mapped correctly to the corresponding fields during import.

Warning: If the statements are still not imported and a delay message appears, wait up to 48 hours to process the statements. If they don’t appear even after the specified time, reach out to us support.india@zohobooks.com.

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