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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!

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Huỷ bỏ

Hi Zoe,
is it an opening balance for your company? or you want to do adjustment?

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Câu trả lời hay nhất

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

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Câu trả lời hay nhất

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.

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Tác giả Câu trả lời hay nhất

Hello Andry, 

It's an opening balance for a new company,


Thank you for your help


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