[IMP] accounting: transactions update
taskid-3835958
closes odoo/documentation#8601
X-original-commit: 52a0df9b6e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
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@ -27,11 +27,19 @@ Odoo supports multiple file formats to import transactions:
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- Quicken Interchange Format (.QIF);
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- Belgium: Coded Statement of Account (.CODA).
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To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal,
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click on :guilabel:`Import Transactions`.
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To import a file, go to the **Accounting Dashboard**, and in the :guilabel:`Bank` journal,
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click on :guilabel:`Import File`.
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.. image:: transactions/import-transactions.png
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:alt: Import bank transactions from the bank journal
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.. tip::
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Alternatively, you can also:
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- click :guilabel:`⋮` on the :guilabel:`Bank` journal and select :guilabel:`Import file`;
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- or access the transaction list by clicking :guilabel:`⋮` on the :guilabel:`Bank` journal and
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selecting :guilabel:`Transactions`, then click the gear icon :guilabel:`(⚙)` and select
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:guilabel:`Import records`.
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.. image:: transactions/import-transactions.png
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:alt: Import bank transactions from the bank journal
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Next, select the file and upload it.
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