Bank Accounts - how to understand setup

Question

Hello All, I am new to a company that has been using the Odoo accounting module for invoicing then using QB for the actual accounting. I'm attempting to clean up the existing Odoo activity so we can migrate to the application fully in 2025.

I am having trouble figuring out how the banking setup works. I have synchronized one bank account successfully but I am not sure what GL account it is connected to (or how to connect it to any account). There are 5 or so existing bank accounts set up on the

David · Answer

Hi - we have just completed a similar migration.
If you create the Journal first you get lead through the creation of the Bank, the Bank account,  and the related GL Accounts so nothing gets missed and it's all linked up through the journal which is attached to the bank account.
The sync process uses the journal to target the correct accounts.
I've used the same name for the Journal and the bank account in the GL.
Seems to work fine. I'd be interested to know if you have more information.

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