Hey there,
I'm completely new to Odoo and I will be switching from my old accouting software to Odoo at a given date.
I already tried to connect my bank-account viy saltedge and synchronize the bookings, which works easily.
The challenge now is: given I want to start freshly at the beginning of the new business year, I don't want to have the old bank-bookings in my journal.
Is it possible to configure the system, so that bank-bookings will only be synchronized beginning from a specified start-date?
In case that is not possible: what am I supposed to do with the old entries?
Thank's for the great software!!
Stefan
Odoo version: 18.0
Did you ever sort this out? The advice I am reading is just to delete the old transactions and then also, possibly, add a new opening balance entry. Seems like a very basic thing that onboarding misses so wondering what I am missing...
How to Connect a Bank Account for Synchronization in Odoo – Step-by-Step Guide | Odoo Accounting
In this detailed tutorial, we walk you through the process of connecting a bank account to Odoo for seamless financial synchronization. Learn how to configure your bank account, set up synchronization frequency, and link it to your existing journal in Odoo. This video covers everything from the initial connection with services like Plaid or Yodlee, to filling in the necessary account details, and syncing your transactions for efficient accounting.
https://youtu.be/X0oD1-fnd8U