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used by 217 tax offices

CSV input

Convert CSV to Zoho Books

Prepare existing CSV transactions directly for Zoho Books without PDF extraction or OCR.

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trusted by 217 tax firms
Auto-deletion
Direct CSV workflow without OCR
Made in Germany
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CSV input
Upload CSV and create Zoho Books

Drop your CSV file here

Upload a CSV with booking date, amount and description. MT940/CAMT.053 additionally require an account identifier, currency and a reliable balance basis.

1 credit per started block of 50 transactions

1–50 transactions = 1 credit, 51–100 = 2 credits, and so on. CSV input is billed by transaction count rather than PDF pages.

What data does the CSV need?

A transaction date and amount must be identifiable. Description/reference is recommended; separate debit and credit columns are supported.

  • Date / booking date
  • Amount or debit/credit
  • Description / reference

Zoho Books

Prepare existing CSV transactions directly for Zoho Books without PDF extraction or OCR.

  • Date, Description, Amount
  • Single-column amount import
  • MM/DD/YYYY

Move directly from CSV to the target format

1

Export CSV from the bank, card or payment provider.

2

Upload the CSV and review the target profile.

3

Review the generated file before importing it.

Frequently asked questions

Does the CSV need one exact column layout?

A transaction date and amount must be identifiable. Description/reference is recommended; separate debit and credit columns are supported.

How is CSV to Zoho Books billed?

1–50 transactions = 1 credit, 51–100 = 2 credits, and so on. CSV input is billed by transaction count rather than PDF pages.