e3fee2cf46
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
- The theme, config, Makefile, and similar technical resources had to
be duplicated. This resulted in inconsistent layout, features, and
build environments from one documentation to another.
- Some pages did not fit either documentation as they were relevant
for both users and developers. Some were relevant to neither of the
two (e.g., DB management).
- Cross-doc references had to be absolute links and they broke often.
- Merging large image files in the developer documentation would bloat
the odoo/odoo repository. Some contributions had to be lightened to
avoid merging too many images (e.g., Odoo development tutorials).
- Long-time contributors to the user documentation were chilly about
going through the merging process of the developer documentation
because of the runbot, mergebot, `odoo-dev` repository, etc.
- Some contributors would look for the developer documentation in the
`odoo/documentation-user` repository.
- Community issues about the user documentation were submitted on the
`odoo/odoo` repository and vice-versa.
Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.
As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.
The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.
task-2351938
task-2352371
task-2205684
task-2352544
Closes #945
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ReStructuredText
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ReStructuredText
==========================
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Import QIF statement files
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==========================
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Quicken Interchange Format (QIF) is an open specification for reading
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and writing financial data to media (i.e. files). Although still widely
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used, QIF is an older format than Open Financial Exchange (OFX) and you
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should use the OFX version if you can export to both file formats.
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With Odoo, you can download a QIF file from your bank or accounting
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software and import it directly in your Odoo instance. This will create
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all bank statements.
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.. tip::
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Test now the feature `with this sample QIF file <https://drive.google.com/file/d/0B5BDHVRYo-q5X1ZkUWYzWmtCX0E/view>`__
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Configuration
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=============
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In order to import QIF statements, you need to activate the feature in
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Odoo. In the Accounting application, go to the menu :menuselection:`Configuration -->
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Settings`. From the accounting settings, check the bank statements option
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**Import in .QIF Format** and apply.
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.. image:: media/qif01.png
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:align: center
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Once you have installed this feature, you can setup your bank account to
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allow importing bank statement files. To do this, go to the accounting
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Dashboard, and click on the **More** button of the bank account.
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Then, click on **Import Statement** to load your first QIF file.
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.. image:: media/qif02.png
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:align: center
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Load your QIF file in the following screen and click **Import** to
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create all your bank statements.
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.. image:: media/qif03.png
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:align: center
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If the file is successfully loaded, you will get redirected to the bank
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reconciliation screen with all the transactions to reconcile.
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Importing QIF files
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===================
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After having imported your first file, the Odoo accounting dashboard
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will automatically propose you to import more files for your bank. For
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the next import, you don't need to go to the **More** menu anymore,
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you can directly click on the link **Import Statement**.
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.. image:: media/qif04.png
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:align: center
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Every time you get a statement related to a new customer / supplier,
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Odoo will ask you to select the right contact to reconcile the
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transaction. Odoo learns from that operation and will automatically
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complete the next payments you get or do to these contacts. This will
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speed up a lot the reconciliation process.
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.. seealso::
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* :doc:`ofx`
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* :doc:`coda`
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* :doc:`synchronize`
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* :doc:`manual`
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