How do I convert an Indian Overseas Bank statement to Tally XML?

Download the IOB statement PDF through an official bank channel, upload it to Doxify, review transaction extraction and ledger assignments, and export the reviewed result as Tally XML. Import the XML through Gateway of Tally → Import → XML, then reconcile the imported vouchers.

Where should I start to download an IOB statement?

Start at the official Indian Overseas Bank website, iob.in, and use its homepage Download e-statement/Deposit/Loan entry when it is available. This is safer than using an old portal URL copied from an unofficial guide.

Can I convert an IOB mini statement?

A mini statement is a shorter transaction view and may not contain the complete detail needed for accounting. Prefer a detailed account statement, confirm that it covers the period you need, and then upload the available readable file without assuming a particular format or limit.

What should I review in an IOB PDF before Tally import?

Review the account and period, opening and closing balances, transaction completeness, debit or credit direction, narrations, duplicates, and ledger mapping. Compare totals with the source statement.

Does Doxify guarantee a particular IOB statement layout?

No. IOB exports can vary by channel and may change. Use the review screen to compare every extracted row with the original PDF and do not import until exceptions are resolved.

What if I cannot find the statement download control?

Follow the current help or customer-service route from iob.in, or ask Indian Overseas Bank how to obtain a detailed statement PDF. Do not enter credentials on a third-party portal presented as IOB.

IOB statement guide

Indian Overseas Bank statementto Tally XML.

Start at the IOB homepage and use its Download e-statement/Deposit/Loan entry. Choose a detailed account statement when needed, then review the file in Doxify before Tally export.

Convert IOB statement Back to Doxify home

20 free pagesTally Prime + Tally ERPReview before export

01 / download

Start with a clean Indian Overseas Bank PDF.

Download your statement from Indian Overseas Bank digital banking. These are the steps you will use before opening Doxify.

Open Indian Overseas Bank digital banking

Use IOB's e-statement entry

Start at iob.in and look for the homepage entry labelled Download e-statement/Deposit/Loan. Use the current destination and check the domain before signing in.

Sign in through the current IOB channel

Authenticate in the bank's official service and open the account or transaction-history area. Do not share login details with Doxify.

Select the statement period

Choose the IOB account and the dates required for your books. If the channel offers multiple statement or transaction-history views, choose the detailed account statement.

Export and inspect the PDF

Download PDF when available, retain the original file, and verify readable rows, dates, narrations, debit or credit values, and balances before conversion.

Official references

Check the current Indian Overseas Bank guidance.

These official bank pages are the source for current online-banking services. Menu names and statement options can change; follow the instructions shown by your bank.

Indian Overseas Bank official website

02 / convert

The PDF is only the beginning.

Doxify turns the statement into a reviewable working file, then gives you the XML your Tally company expects.

Upload PDF

Give Doxify the statement

Sign in and upload your Indian Overseas Bank statement PDF. Keep the bank-issued PDF available so you can compare it with the extracted transactions.

AI extracts

Transactions become reviewable

AI extracts transaction details into a reviewable list. Check dates, narrations, debit and credit amounts against the source PDF before export.

Export

Import into your Tally company

Download the XML, review the rows, and import through Gateway of Tally → Import → XML.

03 / control

Built for the part that still needs your judgment.

Automation handles the repetitive work. You keep the review, context and final say.

Bank-agnostic by design

Doxify is designed for statement PDFs from virtually any bank. Since layouts vary, review the extracted rows against your Indian Overseas Bank PDF before export.

Tally-ready output

Payment and Receipt vouchers are generated for Tally Prime and Tally ERP.

A reviewable middle step

See every extracted transaction and edit a line before you download anything.

Review before export

Compare the extracted transaction list with the bank-issued PDF and correct exceptions before creating the Tally file.

Less repetitive entry

Use extraction to reduce manual typing, while keeping an accountant-led check before the transactions reach Tally.

Page-based workflow

Keep the bank-issued PDF as your source record and review the extracted transactions before preparing the Tally import.

Answers

Questions CAs ask about Indian Overseas Bank PDFs.

Practical answers before you start a conversion.

Related accountant guides

Review the workflow beyond the PDF.

Bank statement to Tally XML: the complete workflow Review bank transactions before Tally import Map bank transactions to Tally ledgers

Ready when the PDF is

Convert your IOB statement now.

Review every extracted transaction against your source PDF before exporting. New accounts start with 20 free pages for 10 days.

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Tally Prime + Tally ERP compatible · Review before import