documentation for OFX import

Derek Atkins warlord at MIT.EDU
Wed Aug 15 22:40:23 EDT 2007


Quoting Risto Paasila <rpaasila at bigpond.net.au>:

> I have tried to find documentation on OFX import in the wiki,
> concepts guide and the help manual, but there doesn't seem to be any.
> In particular I want to know whether importing bank transactions
> using OFX is supposed to go against invoices. I have gnucash 2.0.5.

No, it is not.

> I have set up invoices for customers, which appear in the account
> receivables account,
> so when they have paid, the imported transaction should automatically
> go against the invoice,
> so that the payment should show up in the customer report.

Nope, you need to Process Payment manually, you cannot use any importer
to import Business transactions.  However, you CAN use the importer to
match duplicates against already-existing business transactions, but
I'm afraid GnuCash can't do what you're asking.

> Thank you.
> Risto

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-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
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