About our course
ODOO NORTH AMERICAN ACCOUNTING ACADEMY
Welcome to the Accounting Academy 📚
We're thrilled you're here. Whether you're implementing Odoo for the first time, supporting your accounting team through a software shift, or simply looking to master Odoo's accounting capabilities, this course is designed specifically for you.
Odoo's accounting experts build it — the same people who've guided hundreds of accounting firms through Odoo implementations. They've captured the knowledge, the best practices, and the real-world workflows that make accounting professionals effective with Odoo.
This course walks you through every major accounting task in Odoo, from the moment you create your first database to the day you close your fiscal year. We've structured it to build your confidence step by step, with plenty of examples and practice along the way.
No prior experience with Odoo or similar accounting software is required. A basic understanding of accounting principles is recommended, but the course is designed to introduce Odoo's core accounting workflows step by step.
This self-paced program provides practical training in Odoo Accounting through instructional videos, guided exercises, and knowledge checks. The recommended CPE credit value is 7.50. CPE credits will be available only after Odoo Inc. receives the required NASBA sponsorship approval.
Is this course for you?
Who should take this course?
Accountants new to Odoo
Bookkeepers implementing Odoo for the first time
Business owners setting up Odoo accounting operations
Accounting staff expanding their software skills
Finance professionals transitioning from other accounting systems to Odoo
Anyone seeking foundational knowledge of Odoo's core accounting functions
You don't need
Prior Odoo experience
Advanced accounting knowledge (basic accounting is sufficient)
Special software (we use Odoo's demo database)
What You'll Learn in This Course
We've organized this course into five focused modules, each teaching specific skills you'll use in your accounting work. Click on any module to see the learning objectives and exactly what you'll learn.
Upon completion of this module, participants will be able to:
- Identify the essential steps and configuration requirements for establishing an Odoo accounting database, including company information and fiscal localization.
- Distinguish the purpose of key master data and accounting configuration settings, including contacts, currencies, taxes, products, and the chart of accounts.
- Recognize how account classifications and configuration choices affect transaction recording and financial reporting.
Topics Covered
Database creation and initial configuration
Company information and fiscal localization
Customer and vendor master data
Currency configuration
Tax configuration
Product configuration
Chart of accounts
Upon completion of this module, participants will be able to:
- Identify the required information and workflow stages involved in recording customer invoices and vendor bills in Odoo.
- Distinguish between draft invoices, posted invoices, canceled invoices, and credit notes based on their purpose and accounting treatment.
- Recognize the appropriate procedures for correcting, canceling, or reversing invoice transactions.
Topics Covered
Customer invoices and vendor bills
Invoice creation and posting
Invoice status and cancellation
Credit notes and adjustments
Customer and vendor transaction workflows
Upon completion of this module, participants will be able to:
- Distinguish between two-step and three-step bank reconciliation workflows and identify appropriate applications for each.
- Identify how bank transactions are matched with accounting records, including outstanding payments, bank fees, and unmatched transactions.
- Recognize how bank statement imports, reconciliation models, and tolerances affect the reconciliation process.
Topics Covered
Bank journals and reconciliation fundamentals
Two-step reconciliation
Three-step reconciliation
Payment processing and matching
Bank statement imports
Bank fees and reconciliation differences
Reconciliation models and tolerances
Upon completion of this module, participants will be able to:
- Identify key financial reports available in Odoo and distinguish the accounting information presented in each.
- Distinguish between soft and hard lock dates and recognize their role in controlling accounting-period transactions.
- Recognize key steps and controls involved in tax closing and year-end closing procedures.
Topics Covered
Financial and accounting reports
Documents application
Accounting-period controls and lock dates
Tax closing procedures
Year-end closing procedures
Upon completion of this module, participants will be able to:
- Distinguish the purpose of analytic accounts and analytic reporting structures in cost allocation and profitability analysis.
- Identify the key information and configuration requirements used to establish fixed assets and depreciation methods in Odoo.
- Recognize the accounting effects of depreciation and fixed asset disposal or retirement.
Topics Covered
Analytic accounting
Cost allocation and profitability tracking
Fixed asset configuration
Depreciation methods and schedules
Fixed asset disposal and retirement
How Does the Course Work? 
Course Structure
- Watch videos for each topic
- Complete practice exercises after each module
- Take final assessment (multiple-choice questions)
- Receive a certificate upon a 70% passing score
Estimated Time
- Total course time: 5 hours
- Self-paced: Complete on your schedule
- No live sessions: Access anytime, anywhere
What's Included?
- Instructional videos
- Practice exercises and demonstrations
- Comprehensive glossary of Odoo accounting terms
- Final qualified assessment
- Certificate of Completion (upon passing)
Policies & Compliance
Refund Policy
The Odoo North American Accounting Academy is offered free of charge. There are no registration or course participation fees, so refunds are not applicable.
Course Cancellation Policy
If Odoo determines that the Odoo North American Accounting Academy will be discontinued or become permanently unavailable, enrolled participants will be notified by email using the address associated with their Odoo account.
Notifications will be sent within two business days of the cancellation decision and, whenever possible, before access to the course is discontinued.
The notification will include the effective cancellation date, information about how the cancellation affects participants who have not completed the course, and instructions for contacting our support team with questions.
If the course becomes unexpectedly unavailable, affected participants will be notified as soon as reasonably possible after the interruption has been identified.
Contact: Brigitte Bolaños Vieyra
Email: brbov@odoo.com
Phone: +1 (650) 262-1630
Response time: 3-5 business days
If additional time is required to resolve the issue, we will provide an update. If you are not satisfied with the resolution, you may request further review by replying to the original email.
To successfully complete the Odoo North American Accounting Academy, participants must meet the following requirements:
Complete all five instructional modules, including the learning materials and activities required by the course.
Pass the final qualified assessment with a minimum score of 70%.
Complete the course within one year of enrollment.
Practical exercises and knowledge checks are included throughout the course to reinforce learning and help participants identify areas for improvement. These activities are separate from the final qualified assessment.
Participants who do not achieve the required passing score should review the relevant course materials before attempting the final qualified assessment again.
Upon successfully meeting the course completion requirements, participants will receive a Certificate of Completion.
Ready to start? 
We will be happy to have you on board!
To join the course, please complete the following steps:
From this link, sign in to your Odoo account by clicking the sign-in button (if you don't have one, you will be able to create one when clicking on it)
Once signed in, you will be prompted to the same page; click on "Private Course", then yes
Once our team approves you, you will have access to the course.
Questions?
Phone
+1 (650) 262-1630
Office
8000 Marina Blvd Ste 300, Brisbane, CA 94005
Odoo Inc is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
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