TD Bank + Zoho Books: Bridge the Gap
Need to get your TD Bank (US) bank statement into Zoho Books? TD Bank uses MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns — 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 TD Bank for Zoho Books
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. TD Bank US statements use a straightforward layout with daily balances and categorized transactions. BankScan AI handles both personal and business TD Bank statement formats.
How It Works
Upload your TD Bank PDF
Drag and drop your TD Bank statement. Supports PDF with MM/DD handling.
AI converts for Zoho Books
Our AI parses TD Bank'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
TD Bank to Zoho Books Features
- TD Bank optimised — Trained on TD Bank's straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns with MM/DD 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 to DD/MM/YYYY or YYYY-MM-DD automatically
Import TD Bank Data into Zoho Books
After converting your TD Bank 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 TD Bank into Zoho Books Today
Automatic date conversion (MM/DD to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import TD Bank to Zoho Books Free