Cómo Importar extracto bancarios en Zoho Books: Paso a paso Guía
Struggling to get your bank statements into Zoho Books?
This guide shows you exactly how to convert PDF statements and import them into Zoho Books for accurate bookkeeping.
Why Import Bank Statements to Zoho Books?
- Save hours of manual data entry
- Reduce errors in transaction recording
- Maintain accurate financial records
- Simplify reconciliation process
Step 1: Convert PDF to CSV
First, convert your bank statement PDF to CSV format using our converter:
- Upload your PDF
- Select the transaction table
- Export as CSV
Step 2: Format for Zoho Books
Zoho Books requires specific column headers. Our converter automatically formats data correctly for Zoho Books import.
Step 3: Import to Zoho Books
In Zoho Books, navigate to Banking > Import and upload your CSV file. Map the columns if prompted and review transactions.
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