Lloyds + Zoho Books: Bridge the Gap
Need to get your Lloyds Banking Group bank statement into Zoho Books? Lloyds uses DD MMM YY and single Payment/Receipt column with type indicators and running 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 Lloyds for Zoho Books
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
How It Works
Upload your Lloyds PDF
Drag and drop your Lloyds statement. Supports PDF with DD MMM YY handling.
AI converts for Zoho Books
Our AI parses Lloyds'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
Lloyds to Zoho Books Features
- Lloyds optimised — Trained on Lloyds's single Payment/Receipt column with type indicators and running balance with DD MMM YY 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 DD MMM YY to DD/MM/YYYY or YYYY-MM-DD automatically
Import Lloyds Data into Zoho Books
After converting your Lloyds 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 Lloyds into Zoho Books Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import Lloyds to Zoho Books Free