This module is the successor of the module account_bank_statement_import that was part of Odoo Community until Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf this commit). We decided to change its name and the name of the wizard object it provides in order to avoid a conflict with the Enterprise module.
This module has several additionnal feature:
- support multi-account bank statement files,
- attach the file to the bank statement (to facilitate the diagnostic in case of problem),
- improved error messages.
This module only provides the technical framework for the import of statement files. You must also install the format-specific modules to add support for the statement file formats that your banks/provide use. For example, the OCA module account_statement_import_ofx will add support for the OFX (Open Financial Exchange) file format. You will find those modules in the OCA project bank-statement-import or, for the country-specific formats, in the OCA localization projects.
auto_awesome What this module does
AI-generated from the code · Odoo 15.0Lets you upload electronic bank statement files into Odoo and turn them into bank statements, with duplicate transactions automatically skipped and the original file attached for reference.
This module adds the framework for importing bank statement files (OFX, QIF, etc.) into Odoo. It does not read any specific file format by itself: you must also install the format-specific module for your bank.
Where it appears: - On the Accounting Dashboard, bank journals show an "Import Statement (OCA)" button, and the dashboard's create button is repurposed to open the import wizard. - A menu "Import Statement" is added under the Accounting entries actions. - The wizard screen "Upload Bank Statements" lets you pick a file and click "Import and View".
What it does: - Reads the file, detects the currency and bank account number, and finds the matching bank journal. If the file has no account number, you must start the import from the correct journal. - Supports files containing several accounts/statements at once. - Skips transactions already imported (based on their unique import id) and warns you how many were ignored. - Attaches the uploaded file to the created bank statement so you can diagnose problems later. - Sets the journal's statement source to "file import" and defaults new bank journals to that source.
Business rules and errors: - Blocks import if the currency is missing or unknown, if the journal's currency differs from the file's, if the bank account is not linked to a journal, or if a transaction has no label. - Raises a clear message if the file format is not supported (format module missing) or if the file only contains already-imported transactions.
Depends on
Required by other modules
Models and fields (3)
- account.journal · extends an existing model
- account.statement.import · new modelstatement_file, statement_filename
- account.setup.bank.manual.config · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/bank-statement-import.
terminal Installation and usage
OCA documentation · Odoo 15.0Usage
Source · Odoo 15.0To import a statement file, go to the Invoicing dashboard: on a bank journal, you will see a button to import a statement. When you click on that button, a wizard will start and it will show the list of the supported file formats. Select the statement file that you want to import and click on the Import button. Odoo will create a new bank statement (or several if your statement file is a multi-account file).
If your statement file contains transactions that were already imported in Odoo, they will not be created a second time.
If the statement file contains information about the bank account number of the counter-part for some transactions (only a few statement file formats support that, in some countries) and that these bank account numbers exists on partners in Odoo, the partners will be set on the related statement lines.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.