Bank account synchronization

Using my Dolibarr Financial modules
1

Hi there,

We are currently trying out Dolibarr and impressed with alle the features it offers.

A few versions ago there was a module, which made it possible to connect to a bank account.
Are there plans or solutions for current versions existing?

Will it be / is it possible to automatically import banking statements into the accounting module?

If not, how are you solving this problem? Downloading the statements every time manually and importing the CSV file?

Best regards and thanks for your help!
Alex

2 Likes
2

Might get more traction asking this question on GitHub.

From what I’ve gleaned in looking over posts and responses here, this is a user-to-user forum and not monitored by the developers.

There is a module for importing csv bank statements on the dolistore available to purchase that may work for you.

3

Hi all,

Has Dolibarr progressed at all in the last 7 years re Bank Synchronization? i.e.
can anyone give me a link to how automated bank statements are currently implemented in Dolibarr?

If not, then please note that automated bank statement imports in everything from simple accounting applications to full ERP’s has been a standard feature for years .

If the Dolibarr project wants to compete in these spaces then I suggest that this feature needs to be added asap.

Here are two(2) explanations of the automated bank statement import process of a competitor proprietary product known as “QuickBooks Online”:

Best regards and thanks for all the hard work to date,

David :wink: