Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re walking through how customer accounts and the customer portal work in Odoo 19 — from checkout sign-in options to portal access management and customer security settings. You’ll learn how customers interact with your website, what they can see once logged in, and how you can control and manage portal users from […]
In today’s video, we’re diving into Analytic Accounting in Odoo 18—how it works, how to set it up, and how to use it to gain deeper insights into your costs and revenue. Analytic accounting lets you track financial data by dimensions like departments, projects, or other categories, without cluttering your chart of accounts. It’s a […]
In this video, we’re exploring how to set up shared accounts across multiple companies in Odoo 18. This feature is especially useful for businesses operating in multi-company environments that need to align their accounting structures across different entities. We’ll walk through every step—from setting up user access to creating a shared income account, and verifying […]
Unlock powerful financial insights with a well-structured Chart of Accounts in Odoo 18! In this tutorial, we’ll cover: What a Chart of Accounts is and why it’s crucial. How to navigate and understand the default Odoo 18 CoA. Step-by-step instructions for creating new accounts. Tips for organising your accounts for clear financial reporting. Get ready […]
In Odoo 18 Accounting, Analytic Accounts are a powerful tool for tracking costs and revenues associated with specific projects, departments, products, or other segments of your business. Key Concepts: Purpose: To gain deeper insights into the profitability and performance of different aspects of your business beyond basic financial statements. Functionality: Allows you to categorize transactions […]
Sharing accounts between companies in Odoo is a feature that can be beneficial in certain scenarios, particularly when dealing with: 1. Consolidated Financial Reporting: Parent-Subsidiary Relationships: If you have a parent company with several subsidiaries, sharing accounts can simplify the process of consolidating financial statements. You can create a single chart of accounts for the […]
In this video, we’ll show you how to set up Account and Tax mapping using the Odoo QuickBooks Connector. We’ll walk you through the process step-by-step, from importing your QuickBooks accounts and taxes into Odoo to accurately mapping them to the corresponding Odoo accounts and taxes. This ensures seamless integration between the two systems, making […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, you’ll learn how to quickly (and easily) control every aspect of your company’s social media accounts in a single, centralized platform. Create, edit, and analyze posts in just a few clicks. Engage […]
This video ensures to configure Bank Accounts with the Odoo 15 Contacts module. Managing contacts is not enough when adding contacts to smartphones and emails. #odoo15contact Video Chapters ———————— 00:00 Introduction 00:51 Configure Bank 01:25 Create Bank 02:16 Bank Accounts 02:43 Add Bank Accounts 04:58 Industries 05:28 How to Apply Industries in Contact The contact […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to update the list of chart of accounts. The chart of accounts in your database can be updated in batches through the export of an excel spreadsheet. Other lessons related […]