First Republic + Zoho Books: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into Zoho Books? First Republic uses MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — 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 First Republic for Zoho Books
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.
How It Works
Upload your First Republic PDF
Drag and drop your First Republic statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Zoho Books
Our AI parses First Republic'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
First Republic to Zoho Books Features
- First Republic optimised — Trained on First Republic's premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement 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 First Republic Data into Zoho Books
After converting your First Republic 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 First Republic into Zoho Books Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import First Republic to Zoho Books Free