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Original file line number Diff line number Diff line change
Expand Up @@ -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 <accounting/bank-synchronization/third-party-providers>`
to connect with the bank if needed before clicking :guilabel:`Connect`.
choose another
:ref:`third-party provider <accounting/bank-synchronization/third-party-providers>` 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
Expand All @@ -64,8 +65,8 @@ bank and click :guilabel:`Connect`.
- The :ref:`third-party provider <accounting/bank-synchronization/third-party-providers>` 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 <developer-mode>` and go to
:menuselection:`Accounting --> Configuration --> Online Synchronization`.
- To view all past synchronizations, activate the :ref:`developer mode <developer-mode>` and go
to :menuselection:`Accounting --> Configuration --> Online Synchronization`.

.. _accounting/bank-synchronization/manual-synchronization:

Expand Down Expand Up @@ -122,6 +123,8 @@ import transactions and financial data into the database. The following provider
- :doc:`Ponto <bank_synchronization/ponto>` (supported in Europe)
- `Enable Banking <https://enablebanking.com/>`_ (supported in `Scandinavian countries
<https://enablebanking.com/open-banking-apis>`_)
- `Basiq <https://www.basiq.io/home.html>`_ (supported in `Australia
<https://www.basiq.io/resources/supported-insitutions.html>`_)

.. tip::
When :ref:`connecting a bank to Odoo <accounting/bank-synchronization/first-synchronization>`:
Expand Down Expand Up @@ -287,3 +290,4 @@ There are two options:
:titlesonly:

bank_synchronization/ponto
bank_synchronization/basiq
Original file line number Diff line number Diff line change
@@ -0,0 +1,71 @@
=====
Basiq
=====

`Basiq <https://www.basiq.io/home.html>`_ 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 <https://www.basiq.io/resources/supported-insitutions.html>`_

.. _bank-synchronization/basiq/configuration:

Configuration
=============

Basiq account creation
----------------------

To create a Basiq account, go to the `Basiq website <https://dashboard.basiq.io/register>`_ 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 <https://api.basiq.io/docs/connecting-business-accounts-via-cdr>`_.

.. note::
To see how Odoo manages your financial data and how to access, update, or delete it, read the
`Odoo finance privacy policy page <https://production.odoofin.com/privacy#basiq>`_.

.. seealso::
`CDR compliance <https://api.basiq.io/docs/cdr-compliance>`_

.. _bank-synchronization/basiq/odoo-connection:

Connection with Odoo
--------------------

When :ref:`connecting a bank to Odoo <accounting/bank-synchronization/first-synchronization>` 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 <accounting/bank-synchronization/update-credentials>`