How to Extract Customer Categories from Other Accounting Software

Overview:

QNE AI Cloud Accounting offers a seamless solution for users transitioning from other accounting software. One of the standout features is the ability to directly import your extracted Agent data without needing a pre-filled QNE template, ensuring a smooth and efficient migration process.

Disclaimer:

This guide is intended to assist users in migrating to QNE from their existing accounting systems. References to third-party systems, including screenshots, are for illustrative purposes only and may be outdated if the third-party software has changed its processes. Users should consult their provider's help documentation for the most current information. All trademarks and product names are the property of their respective owners. QNE does not claim any rights to the systems mentioned.

Scenario:

Export Agents from SQL Accounting, UBS, Autocount Cloud Accounting, and Autocount Desktop, and then import it into QNE AI Cloud Accounting.

Solution:

SQL Accounting 

1. Upon logging in to SQL Accounting, on the Ribbon Tab click Tools > Maintain Agent.

2. On the Maintain Agent pop-up window, right-click on the table header, select Grid Export > Export to Microsoft Excel 2007.

3. Save and open the Excel File. Navigate to File > Save As then enter your chosen file name, and change the Save as type to CSV (Comma delimited). Once you're finished, click Save

UBS

1. Upon logging in to UBS, on the ribbon tab, click 1. General > A. Miscellaneous Files > Agent Maintenance

2. On the Agent Maintenance pop-up window, click Print. And on the Sent to ... pop-up window, Excel.

3. On the Export To Excel pop-up window, click Export.

4. Once MS Excel appears on your computer’s taskbar, click it to open. When prompted to save, select Save.

5. Select the file folder where you want to save your file. Enter your chosen file name, then set the Save as type to CSV (Comma-delimited). Once you're finished, click Save.

Autocount Cloud Accounting

1. Upon logging in to Autocount, on the ribbon tab, click Master Data > Chart of Accounts.

2. Click on the XLSX logo to download the file.

3. The file should be under Downloads. Click to open, then save it as CSV(Comma-delimited).

4. Navigate to File > Save As then enter your chosen file name, and change the Save as type to CSV (Comma delimited). Once you're finished, click Save.

Autocount Desktop

1. Upon logging in to Autocount Desktop, on the Ribbon Tab click General Maintenance > Sales Agent Maintenance.

2. On the Sales Agent Maintenance List View screen, right-click on the table header, then select Export to Excel.

3. Save and open the Excel File. Navigate to File > Save As, then enter your chosen file name, and change the Save as type to CSV (Comma-delimited). Once you're finished, click Save.

Application: 

Users can now import the downloaded CSV files to QCA.

Note: Make sure to make the file format in CSV format instead of Excel format.