How to configure bank in Odoo
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
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Step 1: Add a bank
If the configuration panel is closed, add a bank from Configuration menu:
Step 2: Select a bank institution
Step 3: Enter credentials
Step 4: Verification code
Step 5: Let it load
Error may occur; Retry
Step 6: Assign Journal(s)
Bank Accounts should appear on Dashboard
Can edit Journal under Configuration
Synchronize to pull bank statement into Odoo
This is what the bank statement will look like.
You can then start reconciling your journal entries with bank statement lines.