Online Synchronization
Automatic synchronization with online banking
Online Synchronization module allows automatic synchronization of bank transactions from online accounts into Odoo.
System automatically imports transactions, reconciles with invoices and payments, saving time and reducing errors.
Key Features
Key points
• Automatic synchronization with online bank accounts
• Import transactions on scheduled basis
• Automatically reconcile with invoices and payments
• Support multiple banks and countries
• Secure connection with encryption
Configure Synchronization
Steps
1. Go to Accounting → Configuration → Banks
2. Select bank and click Setup Online Sync
3. Login to bank account
4. Select accounts to synchronize
5. Configure sync frequency
6. Save and test connection
Best Practices
Key points
• Sync daily to keep data up-to-date
• Check connection periodically
• Use reconciliation rules for automation
• Backup data before first sync