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Author SHA1 Message Date
Tom Aarab (toaa)
6491c6b505 [IMP] accounting: transactions update
taskid-3835958
2024-04-09 16:20:24 +02:00
3 changed files with 12 additions and 4 deletions

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@@ -27,11 +27,19 @@ Odoo supports multiple file formats to import transactions:
- Quicken Interchange Format (.QIF);
- Belgium: Coded Statement of Account (.CODA).
To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal,
click on :guilabel:`Import Transactions`.
To import a file, go to the **Accounting Dashboard**, and in the :guilabel:`Bank` journal,
click on :guilabel:`Import File`.
.. image:: transactions/import-transactions.png
:alt: Import bank transactions from the bank journal
.. tip::
Alternatively, you can also:
- click :guilabel:`⋮` on the :guilabel:`Bank` journal and select :guilabel:`Import file`;
- or access the transaction list by clicking :guilabel:`⋮` on the :guilabel:`Bank` journal and
selecting :guilabel:`Transactions`, then click the gear icon :guilabel:`(⚙)` and select
:guilabel:`Import records`.
.. image:: transactions/import-transactions.png
:alt: Import bank transactions from the bank journal
Next, select the file and upload it.

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