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accountinginstallationimportstarting
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POMMIER Eric

Hello,

I want to switch to Odoo accounting module in the middle of the year. Is it possible to import my accounting data from another accounting software ? If yes how can I do. If not, which advice will you give me?

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Balagopal R
Bedste svar

Hello,

You can import the balances of accounts for a specific date. And from that date onwards, you can continue entering the transactions in Odoo. It's easy to import the Journal entries into the system using an excel file.

Check out the following video to understand how you can do the import.

https://www.youtube.com/watch?v=rz694jtSS1k

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David lara

Should I import invoices and partners first?

Balagopal R

You can import the master first. It means the partners, products etc.. Then you can import the invoices as Journal entry as well.

Ray Carnes (ray)

See also my answer to the original question

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Ray Carnes (ray)
Bedste svar

See also:

https://www.odoo.com/forum/help-1/setting-up-accounting-configuration-settings-is-there-a-checklist-of-things-i-need-to-manage-to-go-live-170049

https://www.odoo.com/forum/help-1/how-to-go-live-with-accounting-complete-set-up-in-v15-197693

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