Step 1: Exporting Existing Accounts
Navigate to the Accounting app and select Configuration > Chart of Accounts.
Select all accounts using the top checkbox, ensuring all pages are included.
Use the Actions > Export option and check "I want to update data" to update existing accounts instead of creating duplicates.
Choose necessary fields such as Account Code, Account Name, Account Type, Allow Reconciliation, and Deprecated.
Step 2: Editing Accounts in the Spreadsheet
Open the exported file in a spreadsheet application (e.g., Excel).
Edit existing accounts as needed, but avoid modifying ID and Account Type for existing accounts.
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
Return to Odoo and open the Chart of Accounts section.
Click the Import button and choose the "Import Chart of Accounts" option.
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.