How bank statement import works
In India, HelloBooks works from the statements you import. There is no live connection to your bank; you upload the statement for the period you want to reconcile.
- Download the statement from your bank's net banking as CSV or PDF.
- Import it into HelloBooks.
- Match each line to an invoice, bill or expense, or record it as a new entry.
- Repeat each month before you file GSTR-3B.