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odoo accounting v14 pos v15
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odoo accounting v14 pos v15
Mengenai forum ini
Help

Chase Bank Sync is not working

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
accountingbanksynchronization
1 Balas
5116 Tampilan
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melnychuk, Dimitriy Melnychuk

using Odoo 17 online community free one app

I've previously successfully connected "Chase" bank accounts via Plaid to my database. I am using a multi-company database. In order to resolve some of the assess/page display permission issues, I was trying to reset and re-add my Chase/Plaid account sync connection under the correct company code. Now that I am trying to do this, I am not able to reconnect with Chase.

I've tried to do it via "Connect Bank" button on the Accounting Dashboard for existing accounts and also 2) by clicking on "Add a Bank Account" under the Configuration/Bank Accounts menu. I've also tried different browsers (Chrome & Safari).

When I try to connect the Plaid process runs successfully I get a success/confirmation email from Chase. But when I look in Odoo, the accounts are still not connected. In the "Online Synchronization" page I see "Not Connected" blank line. When I click on it, all of the info within is just blank.

0
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Sehrish

How to Connect a Bank Account for Synchronization in Odoo – Step-by-Step Guide | Odoo Accounting
In this detailed tutorial, we walk you through the process of connecting a bank account to Odoo for seamless financial synchronization. Learn how to configure your bank account, set up synchronization frequency, and link it to your existing journal in Odoo. This video covers everything from the initial connection with services like Plaid or Yodlee, to filling in the necessary account details, and syncing your transactions for efficient accounting.
https://youtu.be/X0oD1-fnd8U

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melnychuk, Dimitriy Melnychuk
Penulis Jawaban Terbai

Update: appears to be working now (a day later). I am guessing that the issue was on the Odoo side, where if you delete an existing connection it might take 24hrs, etc. to refresh until a re-do connection can be established. 

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Daftar
Post Terkait Replies Tampilan Aktivitas
Custom Date for bank sync Diselesaikan
accounting bank synchronization
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2
Jan 26
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Odoo Bank Sync doesn't pull in correct transaction description Diselesaikan
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2
Nov 25
1545
[Odoo 17] account.online.link - provider_data empty on connected bank synchronization
accounting bank synchronization 17
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Mar 26
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Ajout de compte sur une facture / How to add an banking account for an invoice
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Jul 25
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Am I supposed to fetch transaction each month?
accounting bank
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1
Jul 25
3702
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