Odoo Accounting Implementation & Training

Job ID: 40396199

Budget: $250 – $750 USD

I’m ready to roll out Odoo’s Accounting module across our small operation and would like an experienced hand to guide the process from clean install to team hand-off. The scope is intentionally focused—no Sales or Inventory this round—so we can get Accounting running smoothly first.

Here’s what I need:

• Configure a fresh Odoo instance with the standard Accounting package, keeping everything on the default framework (no custom code).
• Set up chart of accounts, journals, tax rules and user roles, then activate Expense Tracking, accurate day-to-day transaction recording, and robust Financial Reporting.
• Import a small batch of historical transactions so we can validate that reports reconcile correctly.
• Deliver a concise training session (recorded video or live screen-share) showing my team how to log expenses, post entries, and pull the key reports we rely on each month.

Acceptance criteria
1. Trial balance and P&L match our sample data.
2. Users can submit, approve, and post an expense without admin assistance.
3. Training materials are provided in a reusable format (PDF cheat-sheet + video link).

If you’ve set up Odoo Accounting before and can explain it in plain English, I’d love to start as soon as possible.