İçereği Atla
Bu soru işaretlendi
customervendoropeningbalances
1 Cevapla
6052 Görünümler
Avatar
Matthew Merhaut

I am using Odoo V10 Enterprise Local Install.  I am trying to figure out how to import Customer and Vendor Opening Balances from my old system.  I've searched through the forum and see ways to import Chart of Accounts and Inventory, but I don't see anything on Customers/Vendors.

I must have my file formatted incorrectly.  Does anyone know what Column Headers I need to import Customer and Vendor Opening Balances?

Avatar
Vazgeç
Matthew Merhaut
Üretici

Is there an excel template for importing Sales Invoice/Purchase Invoices? Is that done through the Journal Import?

Avatar
Ermin Trevisan
En İyi Yanıt

It is recommended not to transfer balances but to import/enter all open invoices with an invoice/accounting date of the previous year.

Avatar
Vazgeç
Matthew Merhaut
Üretici

Is there an excel template for importing Sales Invoice/Purchase Invoices? Is that done through the Journal Import?

İlgili Gönderiler Cevaplar Görünümler Aktivite
How to Enter customer opening balances in odoo Çözüldü
customer openingbalances
Avatar
Avatar
Avatar
2
Ara 19
6342
Trying to only show suppliers and customers only in accounting app Çözüldü
customer supplier vendor
Avatar
Avatar
2
May 24
3034
How to indicate a Contact is a Cusotmer or Vendor Çözüldü
customer contacts vendor
Avatar
Avatar
1
Kas 20
9631
Where are (Is Customer/Is Vendor) checkboxes in Odoo 13 contacts? Çözüldü
customer contact vendor Odoo13
Avatar
Avatar
Avatar
Avatar
Avatar
7
Mar 24
35503
Grouping Customer/Vendor
partner customer group vendor
Avatar
Avatar
1
Tem 19
4162