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In odoo 18, How can I import my bank transactions?
A. I have to manually scan them, and then upload a bulk PDF.
B. I can Import my statements from the “Bank” journal.
C. I can specify a folder on my PC Odoo periodically scans and downloads new statements when it detects new files.
Answer: I Can Import my statments from the "Bank" jounral.
1.
Go to the Accounting App
*
From the Odoo dashboard, open the Accounting module.
2.
Access the Bank Journal
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Click on Configuration > Journals.
*
Open the Bank journal you want to import transactions into.
3.
Go to the Bank Journal Dashboard
*
Go to Accounting > Bank.
* Select your bank journal to open the dashboard view for it.
4.
Click on “Import Statement”
*
On the top right, you’ll see the “Import Statement” button. Click it.
5.
Upload Your File
*
Choose the file with your bank transactions.
*
Supported formats: CSV or xlsx
6.
Validate
* After uploading, Odoo will import the bank statement lines.
* You can then review and reconcile the transactions from the Reconciliation tab.
