[DEL] accounting: doc about Paypal

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Florian Gilbert 2021-07-02 10:29:23 +02:00 committed by Antoine Vandevenne (anv)
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@ -10,5 +10,4 @@ Bank Feeds
feeds/bank_statements
feeds/bank_synchronization
feeds/ponto
feeds/paypal
feeds/saltedge

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=========================================
Synchronize your PayPal account with Odoo
=========================================
With Odoo, you can synchronize your PayPal account. That way, you don't
have to record all your PayPal transaction in your favorite accounting
software. The synchronization is done every 4 hours, and you can start
reconciling PayPal payments in just a click.
Configuration
=============
Install the account_yodlee module
----------------------------------
Start by installing the **account_yodlee** module, if it is not already
installed. To do that, got the the menu
:menuselection:`Accounting --> Configuration --> Settings` of the
accounting application. In the section **Bank & Cash**, set the option **Bank
Interface - Sync your bank feeds automatically**.
.. image:: media/paypal01.png
:align: center
Click on the apply button once it's done.
Setup your PayPal account
-------------------------
A PayPal account in Odoo is managed like a bank account. To setup your
PayPal account, use the menu :menuselection:`Configuration --> Bank Accounts`.
Create a new bank account and name it **PayPal**. In the bank field, you can set
**PayPal**.
.. image:: media/paypal02.png
:align: center
Once the PayPal account is created, go back to the **Accounting** dashboard
and click on the **Synchronize** button. In the dialog, choose **PayPal** as
the online institution and click on the configure button.
.. image:: media/paypal03.png
:align: center
Then, you will have to provide your credentials to connect to PayPal.
.. note::
Your Paypal **must be in English** (if it is not the case you must change
the language of your Paypal account) and if you use a Paypal business account
you must switch back to the old interface in order for it to work with
Online feeds (you can switch from new to old interface in your Paypal account).
If you don't do this you will get a message either saying to put Paypal in
English or that the site is not supported.
If you configured your Paypal account correctly you should get to the next step
of the Online feeds configuration. There you will have a screen with a date to
fetch transaction from and a list of account to choose. You must choose the
**Paypal balance** account.
Once everything is done, you should see your PayPal transactions right
in Odoo and you can start reconciling your payments.
Enjoy a full integration! You don't need to record transaction manually
anymore.
.. note::
You only have to provide your credentials the first time. Once
done, Odoo will synchronize with PayPal every 4 hours automatically.

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@ -122,6 +122,5 @@ payments.
.. seealso::
- :doc:`online_payment`
- :doc:`../../bank/feeds/paypal`
- :doc:`check`
- :doc:`followup`