CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 19: Scan Business Cards & Create Leads Instantly! Want to create leads faster? Odoo 19 lets you scan business cards directly into your CRM! This video shows you how to quickly capture contact information and streamline your lead generation process. Stop manual data entry and boost your sales efficiency! Watch now to see this […]
In this video, we’ll walk you through how to manually create opening balances in Odoo 18 Accounting. Opening balances are essentially the financial starting point for your company—they represent the amounts in your accounts before you begin recording new transactions in Odoo. So, whether you’re migrating from another system or setting up your books for […]
In this video, we’ll guide you through the new import feature in Odoo 18, which allows you to import images and other binary files directly along with your data. Previously, this required custom scripts or manual uploads, but now, you can include images directly when importing files, making the process easier, faster, and more efficient. […]
To import data into Odoo, you can follow these general steps: 1. Prepare Your Data: – Format: Ensure your data is in a compatible format like CSV, XLSX, or XML. – Structure: Make sure the data is structured correctly, with headers that match the relevant fields in Odoo. – Cleaning: Clean your data to remove […]
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 […]
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 […]
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 […]
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 import existing account balances into Odoo. Find the sample template here: Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for […]
In this video, we’ll walk you through the process of importing and exporting the Counterparty Directory using the Odoo QuickBooks Connector. You’ll learn how to synchronize customer and vendor lists between Odoo and QuickBooks, ensuring your directories are always up-to-date and identical in both systems. Whether you’re syncing a single contact or updating entire lists, […]
In today’s digital business environment, the ability to seamlessly import and export data is more important than ever. Whether you’re updating customer details, transferring inventory or integrating with other software, understanding how to use Odoo’s import and export features is essential. In this video, I will give you practical tips to help you use Odoo […]