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OE Finance: QIF Bank Statement Import

by
Odoo

$ 33.13

v 13.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 2949
Technical Name oe_bank_import_qif
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 2949
Technical Name oe_bank_import_qif
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0
Keywords: QIF bank import, Quicken Interchange Format, bank statement import, OCA QIF, reconciliation, duplicate detection, pre-import preview, payee rules, scheduled import, automation, accounting, Odoo 12, account bank statement, CSV OFX alternative, AI insights, Odoo Engineering
Odoo Engineering

OE Finance: QIF Bank Statement Import

Automate QIF-based bank imports with guided wizards, AI-powered quality checks, and reconciliation-ready insights for every accountant.

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Enhanced Features in This Version

Professional Capabilities for Your Business

Smart Date Format Intelligence

Auto-detect DD/MM/YYYY, MM/DD/YYYY, and custom date formats from your QIF files - no manual configuration needed.

Pre-Import Preview Grid

Validate every transaction before posting with a full preview grid. Catch errors, mismatches, and anomalies before they hit your books.

Payee Rules Engine

Auto-assign customers, partners, and notes based on payee patterns. Train once, save time on every import.

Duplicate Detection with Tolerance

Configurable tolerance window and optional auto-skip prevent double-posting. Audit trail shows every match decision.

Scheduled Folder Import

Watch a folder for new QIF files and process them hands-free. Perfect for nightly batch imports from your bank.

AI Insights Summary

Get AI-powered analysis of duplicates, unmatched lines, and spending trends after every import.

What's Included

Core Features

  • Enhanced bank import wizard with QIF detection
  • Journal and currency enforcement logic
  • Reconciliation metrics & duplicate tracking

Additional Components

  • AI job extension delivering QIF analytics payloads
  • Sample QIF template for training and testing
  • Backend UI polish with proactive event handlers

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_bank_import_qif" -> Click Install.
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights.
  3. Initial configuration: Access the accounting settings to review journal defaults.

Basic Usage

  1. Creating records: Launch Accounting -> Bank and Cash -> Import Statement and upload your QIF file.
  2. Managing data: Review matched transactions, resolve unmatched lines, and post the statement.
  3. Using key features: Confirm the date format, assign the target journal, and run the AI analysis.
  4. Generating reports: Open the bank journal dashboard to analyze reconciliation metrics.

Tips & Best Practices

  • Maintain a naming convention for imported files to simplify audits.
  • Run AI analysis after large uploads to spot potential duplicates quickly.
  • Align bank statement periods with fiscal periods to minimise unmatched lines.
  • Integrate with oe_bank_sync_engine when you are ready for automated downloads.

Important Notes

Ensure QIF exports originate from trusted banking portals. If files include extended characters, export using UTF-8 encoding to keep imports clean and avoid parsing errors.

Frequently Asked Questions

Q: Which Odoo versions does oe_bank_import_qif support?

A: The module targets Odoo 12 through Odoo 19 Community and Enterprise environments. It works seamlessly with account_bank_statement_import and oe_ai_job_base.

Q: Will the wizard work if my bank exports custom headers?

A: Yes. The parser handles standard QIF headers and trims unsupported metadata. You can review unmatched lines before posting to ensure accuracy.

Q: Does the module require additional paid services?

A: No extra services are required. AI features run on oe_ai_job_base, included with your Odoo Engineering suite. Optional integrations, like bank sync engines, are available separately.

Q: What is the pricing model?

A: The module is priced at $17.00 USD (one-time purchase) with full support and documentation included. License: OPL-1 (Odoo Proprietary License).

Launch Demo Instance

Explore OE Finance: QIF Bank Statement Import in a live environment

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Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Finance: QIF Bank Statement Import today and experience the difference quality makes.

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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