> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Download your Bank of America statements

Where to find Bank of America business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

## Download a statement

Bank of America lists every account's statements under one menu, filtered by account and year.

1. Sign in to Bank of America Online Banking on a computer.
2. Open "Accounts" and choose "Statements & Documents".
3. Choose the account and the year from the dropdowns.
4. Open the month's statement and download the PDF.
5. In ZeraBooks, click **Banks & Cards** › **Upload statement**, choose the matching account and upload the file. See [Upload a bank or card statement](https://www.zerabooks.com/help/banks-and-cards/upload-a-statement).

## How far back you can go

Bank of America shows 6 years of monthly statements online. Older statements, up to 7 years, can be requested from the bank, sometimes for a fee.

## PDF or CSV

Download the **PDF** statement. ZeraBooks reads the printed opening and closing balances from it and uses them to prove the month is complete. See [How ZeraBooks proves a statement](https://www.zerabooks.com/help/banks-and-cards/how-zerabooks-proves-a-statement).

Bank of America also offers a transaction download from the account's activity page. A CSV works in ZeraBooks too, but it usually has no opening or closing balance. After you upload one, enter both balances exactly as printed on the statement with **Fix statement details…** in Reconciliations. See [Fix a month that doesn't tie](https://www.zerabooks.com/help/reconciliations/fix-a-month-that-doesnt-tie).

Only need the transactions in a spreadsheet? Once you have the Bank of America PDF, convert it to Excel or CSV with the ZeraBooks [bank statement converter](/bank-statement-converter).

{% hint style="warning" %}
**Important:** The statement list only shows the account and year selected in the dropdowns. If you can't find a month, check both dropdowns first.
{% endhint %}

## Frequently Asked Questions

<details>
<summary>Where are my Bank of America business card statements?</summary>

In "Statements & Documents". Choose the card in the account dropdown. Upload card statements into a credit card account in ZeraBooks.
</details>

<details>
<summary>Can I get Bank of America statements older than 6 years?</summary>

Yes, by request to Bank of America. Online Banking shows the last 6 years.
</details>

<details>
<summary>Can ZeraBooks connect to my Bank of America account directly?</summary>

No. ZeraBooks has no bank feeds and never asks for your Bank of America sign-in. Download each statement and upload it.
</details>

<details>
<summary>Which statements should I download?</summary>

Every month from the date your books start, for every account, oldest first. Upload one account's statement per file: each statement's opening balance is checked against the previous month's closing balance. See [Upload a bank or card statement](https://www.zerabooks.com/help/banks-and-cards/upload-a-statement).
</details>

---

## Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.zerabooks.com/help/download-statements/bank-of-america.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.

The full index is at https://www.zerabooks.com/help/llms.txt. An MCP server with `searchDocumentation`, `getPage` and `askQuestion` tools is at https://www.zerabooks.com/help/mcp.