[IMP] accounting: transactions update

taskid-3835958

closes odoo/documentation#8483

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
Tom Aarab (toaa) 2024-04-02 14:08:57 +02:00 committed by “Audrey
parent a17117047a
commit 52a0df9b6e
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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