Skip to main content

Updating the Chart of Accounts in Odoo

This guide explains how to update the chart of accounts in Odoo using the import function from a spreadsheet.

QuickTax Support avatar
Written by QuickTax Support
Updated over 5 months ago

Step 1: Exporting Existing Accounts

  1. Navigate to the Accounting app and select Configuration > Chart of Accounts.

  2. Select all accounts using the top checkbox, ensuring all pages are included.

  3. Use the Actions > Export option and check "I want to update data" to update existing accounts instead of creating duplicates.

  4. Choose necessary fields such as Account Code, Account Name, Account Type, Allow Reconciliation, and Deprecated.

Step 2: Editing Accounts in the Spreadsheet

  1. Open the exported file in a spreadsheet application (e.g., Excel).

  2. Edit existing accounts as needed, but avoid modifying ID and Account Type for existing accounts.

  3. Add new accounts by inserting new rows at the end of the table, specifying unique Account Code, Account Name, Account Type, and settings for Allow Reconciliation and Deprecated.

Step 3: Importing Updated Accounts

  1. Return to Odoo and open the Chart of Accounts section.

  2. Click the Import button and choose the "Import Chart of Accounts" option.

  3. Upload the updated file and wait for confirmation of successful import.

Step 4: Verifying Updates

Review the updated chart of accounts to ensure all changes were applied correctly and new accounts were added.

Conclusion

Using the import function from a spreadsheet allows you to efficiently update and expand the chart of accounts in Odoo. This method is particularly useful for companies with a large number of accounts, enabling bulk editing of existing accounts and addition of new ones.

Did this answer your question?