diff --git a/accounting/bank/feeds.rst b/accounting/bank/feeds.rst index 08694c13e..7849706f3 100644 --- a/accounting/bank/feeds.rst +++ b/accounting/bank/feeds.rst @@ -9,4 +9,5 @@ Bank Feeds feeds/qif feeds/coda feeds/synchronize + feeds/paypal feeds/manual diff --git a/accounting/bank/feeds/media/paypal01.png b/accounting/bank/feeds/media/paypal01.png new file mode 100644 index 000000000..68bf85065 Binary files /dev/null and b/accounting/bank/feeds/media/paypal01.png differ diff --git a/accounting/bank/feeds/media/paypal02.png b/accounting/bank/feeds/media/paypal02.png new file mode 100644 index 000000000..473796de2 Binary files /dev/null and b/accounting/bank/feeds/media/paypal02.png differ diff --git a/accounting/bank/feeds/media/paypal03.png b/accounting/bank/feeds/media/paypal03.png new file mode 100644 index 000000000..8617920c5 Binary files /dev/null and b/accounting/bank/feeds/media/paypal03.png differ diff --git a/accounting/bank/feeds/paypal.rst b/accounting/bank/feeds/paypal.rst new file mode 100644 index 000000000..eaf5ed796 --- /dev/null +++ b/accounting/bank/feeds/paypal.rst @@ -0,0 +1,54 @@ +================================================= +How to 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. +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.