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Hi everyone,
I’m trying to import a trial balance via a journal entry in the accounting module. Has anyone already done this successfully?
Is there an Excel template available that can be used for this import? Any help or guidance would be greatly appreciated!
Hi,
Importing a trial balance in Odoo via a journal entry is possible, and it’s a common step when setting up a new company or migrating from another accounting system.
Refer to the following.
* https://www.youtube.com/watch?app=desktop&v=VEmb4DrI_Pw
* https://www.cybrosys.com/blog/how-to-add-opening-balance-in-odoo-17-accounting
* https://www.odoo.com/id_ID/forum/help-1/importing-open-ar-open-ap-items-245846
* https://www.odoo.com/id_ID/forum/help-1/accounting-opening-balances-import-process-186499
Hope it helps
Hi Zoe,
I suggest you to follow this official tutorial: https://www.odoo.com/id_ID/slides/slide/import-an-opening-balance-7312
Or if you insisted with journal entry you can use mine
https://docs.google.com/spreadsheets/d/1Sj6NFYYvgucHPiBq1M4msEEoWdQBX4Hzm_xHGekz6yo/edit?usp=sharing
Hope this helps.
Hello Andry,
It's an opening balance for a new company,
Thank you for your help
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Hi Zoe,
is it an opening balance for your company? or you want to do adjustment?