Truist + Zoho Books: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into Zoho Books? Truist uses MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily 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 Truist for Zoho Books
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
How It Works
Upload your Truist PDF
Drag and drop your Truist statement. Supports PDF with MM/DD handling.
AI converts for Zoho Books
Our AI parses Truist'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
Truist to Zoho Books Features
- Truist optimised — Trained on Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance 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 Truist Data into Zoho Books
After converting your Truist 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 Truist into Zoho Books Today
Automatic date conversion (MM/DD to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import Truist to Zoho Books Free