Kenya: import a bank statement into Zoho Books
Zoho Books Kenya takes XLS and CSV files and names Single Column with Negative Values for one signed amount. This guide shapes a CSV to match it.
In Zoho Books Kenya a statement goes in from the Banking page, and it starts with “Go to Banking on the left sidebar and select the bank account.” Source: How to import a bank statement | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/how-to-import-a-bank-statement.html, accessed 18 October 2026.
The CSV from ExtractPro
- 1Output format > See more formats or customise > Custom
- 2File type > CSV
- 3Date format > DD/MM/YYYY (15/01/2026)
- 4Amounts > Single column (signed)
- 5Include balance > Add Balance column (unticked)
- 6Include balance > Categories (unticked)
- 7CSV separator > Comma (,)
- 8Number format > Decimal point, no separator (1234.56)
- 9Apply format
Then download the CSV.
The button on the Details page
The next step is on that account’s own page, where the article says “Click Import Statement on the top right corner of a bank’s Details page”. Source: How to import a bank statement | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/how-to-import-a-bank-statement.html, accessed 18 October 2026.
Configure, with the amount type
The file is picked first: “On the Configure section, click Choose File in the Upload File field and select the file you want to upload.” Then comes “Click the Amount Column Type dropdown and select:” and, for one signed column, “Single Column with Negative Values if your statement has just one column where positive values indicate deposits and negative values indicate withdrawals.” The text settings are “Select the Character Encoding and File Delimiter”. Source: How to import a bank statement | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/how-to-import-a-bank-statement.html, accessed 18 October 2026.
Map Fields and the headers
“On the Map Fields section, match the Imported File Headers with the fields in Zoho Books.” Source: How to import a bank statement | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/how-to-import-a-bank-statement.html, accessed 18 October 2026.
The Preview page
The last screen is “On the Preview page, check the preview and click Import.” Source: How to import a bank statement | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/how-to-import-a-bank-statement.html, accessed 18 October 2026.
Frequently asked questions
The questions that come up most:
Frequently asked questions
Can deposits and withdrawals sit in two columns in Zoho Books?
Yes, that is the other amount type: “Double Column if your statement has two separate columns for deposits and withdrawals.” The CSV in this guide has one signed column, so Single Column with Negative Values is the type to pick. Source: How to import a bank statement | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/how-to-import-a-bank-statement.html, accessed 18 October 2026.
Is a PDF statement one of the files Zoho Books Kenya can import?
The file formats page lists “You can import bank statements in the CSV, XLS, TSV, OFX, QIF, CAMT.053, and CAMT.054 formats.” PDF is not among them, which is why a PDF statement goes through ExtractPro first and comes out as a CSV. Source: File formats | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/file-format.html, accessed 18 October 2026.
What happens to the transactions after Import?
Zoho Books Kenya says “The transactions in your bank statement will be added as uncategorized transactions.” Source: How to import a bank statement | FAQ | Zoho Books, www.zoho.com/ke/books/kb/banking/how-to-import-a-bank-statement.html, accessed 18 October 2026.
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