Importación de Transacciones Bancarias
Updated: January 18, 2025
Summary
The video guides viewers on importing transaction files from a bank's website, starting with accessing the system and selecting the 'Add' button. It emphasizes the file format requirements, such as avoiding negative signs or parentheses, and offers three account options to choose from. The demonstration includes selecting the bank, creating expense accounts, and editing transactions like sales and office expenses. It showcases saving the file as CSV, uploading it into the system, and editing transactions post-upload. The video concludes with the successful import of transactions, providing a comprehensive tutorial on the process.
Explanation of Importing Transactions
The video explains how to import transaction files downloaded from a bank's website. It starts by accessing the system and selecting the 'Add' button. Then, it selects the 'other Bank' option, which is suitable for any bank. The video demonstrates the format the file should have with important details like no negative signs or parentheses, and provides three account options to choose from. It shows how to select the bank, create an expense account, and edit transactions such as sales and office expenses for processing.
File Format and Uploading Process
The video guides on the file format requirements, saving the file as CSV, and selecting the file for upload in the system. It shows how the system evaluates the file and allows for editing transactions. It ends with the successful import of transactions.
FAQ
Q: What are the key steps involved in importing transaction files downloaded from a bank's website?
A: Accessing the system, selecting the 'Add' button, choosing the 'other Bank' option, ensuring the correct file format with no negative signs or parentheses, selecting the bank, creating an expense account, editing transactions, saving the file as CSV, uploading the file in the system, and reviewing/editing transactions.
Q: What considerations should be kept in mind regarding the file format when importing transaction files?
A: The file should not contain negative signs or parentheses and should be saved in CSV format.
Q: What options are available for selecting accounts while importing transaction files?
A: Three account options are provided to choose from.
Q: How does the system evaluate the imported file, and what capabilities does it offer for editing transactions?
A: The system evaluates the file and allows for editing transactions after upload.
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