Review the chart of accounts before mapping balances
Map legacy accounts into Odoo by purpose and reporting behavior. Use a finance-owned mapping sheet and test the resulting transactions before cutover.
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Practical answers for choosing software, connecting the work and giving AI a useful job.
Reconcile open receivables and payables before cutover
Check remaining amounts, counterparties, due dates and control totals before migrating open items to Odoo. Includes a worked reconciliation example.
Read the articleReconcile opening inventory before an Odoo cutover
Bridge physical counts to the inventory cutoff, then verify the loaded state. Keep product, location, unit, valuation and unresolved differences visible.
Read the articleAgree product codes and units before an Odoo import
Review product identity, supplier references and units before import. Reconcile a purchase-to-issue example and preserve stable product identifiers.
Read the articleResolve duplicate customer identities before an Odoo import
Review customer identities, locations and contacts before an Odoo import. Preserve source mappings, resolve field conflicts and test related records.
Read the articleUse external IDs to make an Odoo import repeatable
Make Odoo imports repeatable with stable external IDs, relation mappings and a small update test. Includes a customer-and-contact identity example.
Read the articleWho should be allowed to create a field-service invoice?
Separate field evidence, invoice drafting, validation and sending before setting permissions. Includes a role matrix and negative tests for an Odoo workflow.
Read the articleOdoo AI on-premise: Check the database, extension and provider separately
Check Odoo 19 AI deployment prerequisites without confusing the core database minimum, pgvector support and external model-provider configuration.
Read the articleWhen is an Odoo customization worth maintaining?
Decide whether an Odoo change justifies its ongoing support and upgrade work. Use a decision record that compares configuration, Studio and custom code.
Read the articleKeeping QuickBooks with Odoo: Give every shared record one owner
Define record ownership before connecting Odoo and QuickBooks. Use a map for customers, invoices, payments, corrections and duplicate recovery tests.
Read the articleMoving from QuickBooks to Odoo starts with a reconciled handoff
Plan the QuickBooks-to-Odoo handoff around cutoff dates, open items and reconciled balances. An accepted import file is only one part of the evidence.
Read the articleOdoo access rights need a role matrix and a failed-action test
Define Odoo 19 roles by records and permitted actions. Use a role matrix and negative tests to check access without relying on an administrator demo.
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Use a checklist or worksheet to find a place to start with your team.
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