Odoo QuickBooks Connector | How to Import Customer Payments | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll show you how to import customer payments from QuickBooks Desktop to Odoo using the Odoo QuickBooks Desktop Connector. Learn how to update your payment list without duplicates, set import date ranges to filter relevant data, and automate future imports with cron jobs. Watch now to maintain a smooth accounting workflow and […]

Return For Exchange in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Inventory| Odoo 18 Release – CBMS Odoo ERP

Return for Exchange in Odoo is a process where a customer returns a product to a company and receives a different product in exchange. This feature is typically found in inventory management modules and allows for seamless handling of product returns and exchanges. Here’s a breakdown of the process: – Customer Initiates Return: The customer […]

View Button in Odoo 18 Contact Module | View Button as Optional Column to Open Form View in Odoo 18 – CBMS Odoo ERP

View button is a new feature in odoo  18 contact module. Activate developer mode. Goto contact module — configuration — contact title. provides the ability to switch between the open_form_view button column and the list’s editable and debug-mode-activated states. When these criteria are met, the toggler appears inside the dropdown of the optional columns. Regarding the […]

How to Import and Export Customer Invoices and Vendor Bills | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll show you how to import and export customer and vendor bills using the Odoo QuickBooks Desktop Connector. Learn how to automate synchronization, set specific import dates, and update payment statuses to ensure your data is accurate and up-to-date. Whether you’re managing customer invoices or vendor bills, this step-by-step guide will help […]

Top Bar in Odoo 18 Project App | Odoo 18 Project Management | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

The top bar in Odoo 18 Projects is a crucial component that provides quick access to various functionalities within the project management module. It is designed to enhance user experience and streamline project navigation. Key Elements of the Top Bar: 1. Project Name: The project name is displayed prominently at the top left corner, indicating […]

Loan Management in Odoo 18 Accounting | New Loan Management Feature in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]

Import and Export the Products. Mapping units of measure | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll show you how to import and export products using the Odoo QuickBooks Connector. Learn how to map units of measure, import product lists, and keep your product data in sync between Odoo and QuickBooks. Stay tuned to maintain accurate inventory levels and streamline your data management across both systems. #Import #Export […]