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How can I import my historic Accounting data?

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I want access to my old Invoices, etc when we go live.

What are the options I have to bring over my older historic accounting transactions?

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Ray Carnes (ray)
Best Answer

You have several options:

1 - IDEAL / NO WORK AT ALL

It may be possible to keep a single read only license to your old system

  • Pros - easy to look things up, nothing new to learn
  • Cons - it is another system, so now things are in two places

2 - QUICKEST / EASIEST

Import Excel sheets of the relevant information into Odoo Spreadsheets via the Documents App

  • Pros - get access to what you need without much work to import
  • Cons - harder to search for things, not integrated well

3 - MORE WORK

Create a Studio App and import tables of CSV data

  • Pros - can use Odoo filtering and search, form and list and kanban views, can link to Customers via Smart buttons
  • Cons - takes more time

4 - EVEN MORE WORK

Import Monthly Trial Balances

  • Pros - you can run year on year comparisons
  • Cons - takes even more time

5 - EVEN MORE WORK

Import Transactions that you later cancel

  • Pros - Invoices without Journal Items.
  • Cons - VERY VERY VERY time consuming, needs scripts, very advanced knowledge required, may not have a good return on investment 

Needs the Invoicing Switch Threshold date (Accounting Settings)


6 - THE MOST WORK

Import Transactions

  • Pros - works as if you were using Odoo the whole time
  • Cons - VERY VERY VERY time consuming, needs scripts, very advanced knowledge required, may not have a good return on investment 


Resources for going live with Odoo Accounting:

https://drive.google.com/file/d/1QJ_nRLNq1kjqX-oapYNo_3JYBpnFgap2


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