How to setup Odoo Accounting?¶
The Odoo Accounting application has an implementation guide that you should follow to configure it. It’s a step-by-step wizard with links to the different screens you will need.
Once you have installed the Accounting application, you should click on the top-right progressbar to get access to the implementation guide.
The implementation guide will help you through the following steps:
Completing your company settings
Entering in your bank accounts
Selecting your chart of accounts
Confirming your usual tax rates
Setting up any foreign currencies
Importing your customers
Importing your suppliers
Importing your products
Importing your outstanding transactions
Importing your starting balances
Define the users for accounting
Once a step is done, you can click on the “Mark as Done” button, in the bottom of the screen. That way, you can track the progress of your overall configuration of Odoo.