Accountants and bookkeepers new to Odoo
Finance professionals transferring familiar accounting work into Odoo.
Basic · Odoo functional training
Odoo Accounting Fundamentals
A practical foundation for accountants, bookkeepers and business users who need to handle day-to-day financial workflows in Odoo.
Practical business workflows · Guided discussion · Skills for day-to-day Odoo use
Course overview
Build practical capability in Accounting Fundamentals
This beginner-level course introduces the Odoo Accounting workspace and the core records that connect configuration, customer invoices, vendor bills, payments, banking and financial reports. Participants learn the sequence of daily transactions and how those transactions appear in accounting outputs.
Who should attend
Designed for the people responsible for the workflow
The course is focused on roles that use, supervise or support the covered Odoo processes.
Business owners and finance managers
Users who supervise invoicing, bills, cash and financial reporting.
ERP users and key users
Team members who need a reliable functional overview of Odoo Accounting.
Prerequisites
Start with the right foundation
Required and recommended knowledge is stated clearly so participants can choose the appropriate level.
Required: general computer skills
Participants should be comfortable with web applications and common spreadsheet tools.
Recommended: accounting fundamentals
Understanding debits and credits, journal entries, taxes and core financial statements will make the course more useful.
Odoo experience
No previous Odoo experience is required. Prior exposure to an ERP system is helpful but optional.
What you will learn
Skills participants can apply in Odoo
Learning outcomes connect system actions with the business process and the result users need to understand.
- 01
Navigate Odoo Accounting
Use the dashboard, journals and settings relevant to routine finance work.
- 02
Manage receivables
Create customer invoices, register payments and review invoicing activity.
- 03
Manage payables
Record vendor bills, manage payments and understand tax handling.
- 04
Reconcile bank activity
Import transactions, reconcile accounts and process internal transfers.
- 05
Read financial reports
Generate and interpret Profit and Loss, Balance Sheet, General Ledger and Cash Flow reports.
- 06
Understand the accounting chain
Connect operational documents and payments to journals and reporting.
Course program
A structured path through the workflow
Modules progress from the necessary records and concepts into connected operational scenarios.
- 01
Odoo Accounting foundations
Application navigation; dashboard; accountant responsibilities; essential settings.
- 02
Chart of accounts and journals
Accounts; currencies and exchange rates; manual and automated journal entries.
- 03
Accounts receivable
Customer invoices; payments; reconciliation; invoicing analysis and reports.
- 04
Accounts payable
Vendor bills; vendor payments; taxes and tax reports.
- 05
Bank and cash management
Bank accounts; imported transactions; reconciliation; internal transfers; currency exchange and unrealized gains or losses.
- 06
Financial reporting
Profit and Loss; Balance Sheet; General Ledger; introduction to Cash Flow reporting.
Practical business scenarios
Apply the course to real operational sequences
The training goes beyond a feature tour by connecting actions across records, roles and business outcomes.
Invoice to payment
Create a customer invoice, register settlement and see the effect on receivables and reports.
Vendor bill to payment
Record a supplier obligation, apply taxes and complete the payable workflow.
Bank reconciliation
Match imported bank activity to Odoo transactions and resolve routine differences.
Financial review
Trace balances from journal activity into the General Ledger and headline financial statements.
Training approach
Learn the workflow, not just the interface
ERPixel connects Odoo actions to the business decisions, records and handoffs behind them.
Process context
Each feature is explained in the context of the business workflow it supports.
Practical operations
Participants work through the records, decisions and exceptions used in day-to-day operations.
Questions and discussion
The course creates room to clarify why a workflow behaves as it does and how connected Odoo apps affect it.
Usable skills
Learning outcomes focus on tasks participants should be able to perform and interpret after training.
Official Odoo Partner
ERPixel — Official Odoo Ready Partner
Odoo implementation, development, integration and ongoing support.
Why train with ERPixel
Training grounded in delivery experience
ERPixel connects functional instruction with the implementation, integration and support context in which Odoo users actually work.
10+ years of relevant professional experience
The trainer brings more than a decade of relevant experience across business software, ERP, Odoo, analytics and automation work.
Business-process perspective
Training explains how records, controls and connected Odoo apps support the wider operating process.
Implementation-aware guidance
As an official Odoo Partner, ERPixel understands how configuration, user responsibilities and adoption meet during delivery and ongoing use.
Related training
Continue through a relevant learning path
Explore the next level or an adjacent functional workflow.
Odoo Accounting Mastery
Continue into advanced valuation, analytics, reconciliation and multi-company reporting.
Course FAQ
Questions about Accounting Fundamentals
Clarify the expected experience, scope and relationship to other ERPixel courses.
Do I need previous Odoo experience?
No. The course introduces Odoo Accounting navigation and core workflows from the beginning.
Do I need accounting knowledge?
Basic accounting knowledge is recommended. The course teaches how to perform work in Odoo, not accounting theory from first principles.
What should I take after this course?
Experienced users who need valuation, assets, analytic accounting, budgeting or multi-company reporting can continue with Odoo Accounting Mastery.
Odoo training for your team
Discuss Accounting Fundamentals with ERPixel
Tell us about the participant roles, current Odoo experience and workflows you want the training to address. We can clarify course fit and the appropriate scope.