From c17b272dc4621966cdc7b4bb02dd87a37e207674 Mon Sep 17 00:00:00 2001 From: tohor-odoo Date: Thu, 7 May 2026 07:56:15 +0000 Subject: [PATCH] [ADD] accounting: basiq bank synchronization taskid-5187621 X-original-commit: 6bbdc948c5ac3604f82f2dc89c64775d7dec3ceb --- .../accounting/bank/bank_synchronization.rst | 12 ++-- .../bank/bank_synchronization/basiq.rst | 71 +++++++++++++++++++ 2 files changed, 79 insertions(+), 4 deletions(-) create mode 100644 content/applications/finance/accounting/bank/bank_synchronization/basiq.rst diff --git a/content/applications/finance/accounting/bank/bank_synchronization.rst b/content/applications/finance/accounting/bank/bank_synchronization.rst index 8c4a43ca531..9eea5a14784 100644 --- a/content/applications/finance/accounting/bank/bank_synchronization.rst +++ b/content/applications/finance/accounting/bank/bank_synchronization.rst @@ -39,8 +39,9 @@ bank and click :guilabel:`Connect`. - Alternatively, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account` or click :guilabel:`Search over 26000 banks` in the Accounting dashboard. - Depending on your bank and country, you can select the :guilabel:`Type of account` and/or - choose another :ref:`third-party provider ` - to connect with the bank if needed before clicking :guilabel:`Connect`. + choose another + :ref:`third-party provider ` to connect + with the bank if needed before clicking :guilabel:`Connect`. - If your bank is not listed in the :guilabel:`Search for an institution` window, scroll down the list and click :icon:`fa-plus` :guilabel:`Add new bank` to create a bank account manually. Fill in the :guilabel:`Account Number`, :guilabel:`Bank`, and :guilabel:`SWIFT Code` and click @@ -64,8 +65,8 @@ bank and click :guilabel:`Connect`. - The :ref:`third-party provider ` may request more information to connect with a bank. This information is not stored on Odoo's servers. - - To view all past synchronizations, activate the :ref:`developer mode ` and go to - :menuselection:`Accounting --> Configuration --> Online Synchronization`. + - To view all past synchronizations, activate the :ref:`developer mode ` and go + to :menuselection:`Accounting --> Configuration --> Online Synchronization`. .. _accounting/bank-synchronization/manual-synchronization: @@ -122,6 +123,8 @@ import transactions and financial data into the database. The following provider - :doc:`Ponto ` (supported in Europe) - `Enable Banking `_ (supported in `Scandinavian countries `_) +- `Basiq `_ (supported in `Australia + `_) .. tip:: When :ref:`connecting a bank to Odoo `: @@ -287,3 +290,4 @@ There are two options: :titlesonly: bank_synchronization/ponto + bank_synchronization/basiq diff --git a/content/applications/finance/accounting/bank/bank_synchronization/basiq.rst b/content/applications/finance/accounting/bank/bank_synchronization/basiq.rst new file mode 100644 index 00000000000..74211df6dfb --- /dev/null +++ b/content/applications/finance/accounting/bank/bank_synchronization/basiq.rst @@ -0,0 +1,71 @@ +===== +Basiq +===== + +`Basiq `_ is a third-party service that enables companies and +professionals to connect multiple bank accounts to a single platform. It provides a unified view of +all transactions within a single interface. When integrated with Odoo, it automatically synchronizes +bank transactions directly into its database. + +.. note:: + - Basiq bank synchronization is free for Odoo users. + - This service is currently only available in Australia. + +.. seealso:: + - :doc:`../bank_synchronization` + - `Financial institutions available on Basiq `_ + +.. _bank-synchronization/basiq/configuration: + +Configuration +============= + +Basiq account creation +---------------------- + +To create a Basiq account, go to the `Basiq website `_ and +follow the registration instructions. + +.. _bank-synchronization/basiq/payments: + +Business banking data sharing +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Under Australia's Consumer Data Right (CDR) regime, sharing business banking data requires an +explicit **opt-in**. Consequently, setting up a business account with Basiq may require additional +configuration steps compared to a standard personal account. For detailed setup instructions, refer +to Basiq's `online documentation `_. + +.. note:: + To see how Odoo manages your financial data and how to access, update, or delete it, read the + `Odoo finance privacy policy page `_. + +.. seealso:: + `CDR compliance `_ + +.. _bank-synchronization/basiq/odoo-connection: + +Connection with Odoo +-------------------- + +When :ref:`connecting a bank to Odoo ` using +Basiq as the third-party provider, follow these steps: + +#. When connecting to the desired bank, make sure Basiq is selected as the third-party + :guilabel:`Provider`. +#. Select the :guilabel:`Type of account` and click :guilabel:`Connect`. +#. Fill out the additional information when prompted, and :guilabel:`Continue`. +#. Agree to share data by declaring that you are using this service for business purposes, and then + :guilabel:`Approve`. +#. In the pop-up window, log in to Basiq using your **Basiq credentials**. Upon a successful + connection, you will be redirected to the Odoo Accounting :guilabel:`Dashboard`. +#. Select the specific bank account to connect to, and click :guilabel:`Connect Bank`. +#. Access your **Bank Reconciliation** dashboard by clicking your **Bank** journal to verify if the + synchronization was successful. + +.. tip:: + Repeat the process for all banking institutions and accounts that need to be synchronized with + your database. + +.. seealso:: + :ref:`Update synchronization credentials `