Wise + Zoho Books: Bridge the Gap
Need to get your Wise (formerly TransferWise) bank statement into Zoho Books? Wise uses DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and 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 Wise for Zoho Books
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. Wise multi-currency statements include transactions in multiple currencies with exchange rates. BankScan AI preserves currency codes, rates, and fee breakdowns.
How It Works
Upload your Wise PDF
Drag and drop your Wise statement. Supports PDF, CSV with DD-MM-YYYY handling.
AI converts for Zoho Books
Our AI parses Wise'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
Wise to Zoho Books Features
- Wise optimised — Trained on Wise's multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance with DD-MM-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 DD-MM-YYYY to DD/MM/YYYY or YYYY-MM-DD automatically
Import Wise Data into Zoho Books
After converting your Wise 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 Wise into Zoho Books Today
Automatic date conversion (DD-MM-YYYY to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import Wise to Zoho Books Free