How to set up Bank Feeds in Odoo Accounting

Last updated: 25 September 2023 at 16:43:21 UTC by Junari Assistant

To set up Bank Feeds within Odoo you will need to setup an SMS account recovery within Odoo and then login to each bank account necessary.


Odoo uses Plaid (https://plaid.com/)


Setup


Go to Accounting -> Configuration -> Add Bank Account




Search for the Bank you would like to connect to Odoo




It will then ask you to setup a recovery phone number, enter your phone number and then the verification code that is sent




Press 'Continue'




Enter your Banks credentials, and then you should be connected!