Yes, you can import bank statements to Zoho Books even if the statement contains negative values. Here’s how:
Go to the Banking module on the left sidebar.
Select your bank account from the list.
Click the Import Statement button on the top-right corner to import.
Upload a file from your desktop or choose a file from Documents.
Based on your statement’s template, select the Amount Column Type.
| Field | Description |
|---|---|
| Double Column | Choose this if your import file has two different columns for deposits and withdrawals. |
| Single Column and Amount type | Choose this if your import file has a single column indicating a debit (withdrawal) or a credit (deposit) transaction and a separate column for the amount. |
| Single Column with Negative Values | Choose this if your import file has just one column where positive values indicate deposits and negative values indicate withdrawals. |
Enter all the other necessary details to finish importing your statement.
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