## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How to import a bank statement?

If your bank supports bank feeds, you can use the bank feeds feature in Zoho Books to fetch your bank statements automatically. Zoho Books has partnered with third-party bank feeds service providers such as Yodlee, Token, and Plaid to fetch the bank feeds. Note that the availability of a bank feeds service provider depends on the edition of Zoho Books that you are using. Read our help document on [bank feeds](https://www.zoho.com/in/books/help/banking/feeds.html) to know more.

If you prefer to import your bank statements manually, you can do so. Here’s how:

*   Go to _Banking_ on the left sidebar and select the bank account.
*   Click **Import Statement** on the top right corner of a _bank’s Details page_.

![Click Import Statement](/books/kb/images/banking/import-statement-option.png)

*   On the _Configure_ section, click **Choose File** in the _Upload File_ field and select the file you want to upload. You can upload the file in CSV, TSV, XLS, OFX, QIF, CAMT.053, and CAMT.054 file formats.

![Upload your bank statement](/books/kb/images/banking/select-import-statement.png)

*   Click the _Amount Column Type_ dropdown and select:
    *   **Double Column** if your statement has two separate columns for deposits and withdrawals.
    *   **Single Column and Amount Type** if your statement has a single column indicating a debit (withdrawal) or a credit (deposit) transaction and a separate column for the amount.
    *   **Single Column with Negative Values** if your statement has just one column where positive values indicate deposits and negative values indicate withdrawals.
*   Select the **Character Encoding** and **File Delimiter**.
*   Click **Next**.
*   On the _Map Fields_ section, match the **Imported File Headers** with the _fields in Zoho Books_.

If the file you imported has two separate columns for deposits and withdrawals, then select the headers as shown in the image below.

![Double Column](/books/kb/images/banking/double-column.png)

If the file you imported has a single column for debit (withdrawal) or credit (deposit) transactions and a separate column for the amount, then select the headers as shown in the image below.

![Single column](/books/kb/images/banking/single-column-amount.png)

If the file you imported has one column where positive values indicate deposits and negative values indicate withdrawals, then select the headers as shown in the image below.

![Single column with negative value](/books/kb/images/banking/single-column-negative.png)

*   Click **Next**.
*   On the _Preview_ page, check the preview and click **Import**.

![Preview](/books/kb/images/banking/import-third-wizard.png)

The transactions in your bank statement will be added as uncategorized transactions. You can categorize or match them. Read our help document on [matching and categorizing](https://www.zoho.com/books/help/banking/matching-transactions.html) to know more.

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