Chase + Zoho Books: Bridge the Gap
Need to get your JPMorgan Chase Bank bank statement into Zoho Books? Chase uses MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance — which needs converting to CSV (Date, Description, Withdrawal, Deposit — Zoho Books requires separate columns for money in and money out) for Zoho Books import.
How BankScan AI Converts Chase for Zoho Books
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. Chase statements use a clean monthly format with separate sections for deposits, withdrawals, and checks. BankScan AI's US parser handles Chase's unique layout including direct deposits and ACH transfers.
How It Works
Upload your Chase PDF
Drag and drop your Chase statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Zoho Books
Our AI parses Chase's layout, converts dates to DD/MM/YYYY or YYYY-MM-DD, and outputs CSV.
Import into Zoho Books
In Zoho Books, go to Banking > select your account > Import Statement. Upload the CSV, map Date, Description, Withdrawal, and Deposit columns, then import.
Zoho Books Import Tip
Date, Description, Withdrawal, Deposit — Zoho Books requires separate columns for money in and money out
Chase to Zoho Books Features
- Chase optimised — Trained on Chase's sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance with MM/DD/YYYY parsing
- Zoho Books formatted — Output as CSV with Date, Description, Withdrawal, Deposit — Zoho Books requires separate columns for money in and money out
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY or YYYY-MM-DD automatically
Import Chase Data into Zoho Books
After converting your Chase statement with BankScan AI:
- In Zoho Books, go to Banking > select your account > Import Statement
- Upload the CSV, map Date, Description, Withdrawal, and Deposit columns, then import
Common Import Issues
Zoho Books requires separate Withdrawal and Deposit columns — a single Amount column will fail. Also rejects files larger than 5MB.
Import Chase into Zoho Books Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import Chase to Zoho Books Free