Accounting

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Add a Bank (w Step by Step Screenshots)

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Carmen Luk (cyu)

How to configure bank in Odoo



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1 答案
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Carmen Luk (cyu)
Best Answer

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.

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