How to Extract Supplier 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 Supplier Category 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 References to third-party systems, including screenshots, are for illustrative purposes only and may be outdated if the third-party software has changed its processes.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 Supplier Categories from SQL Accounting, Autocount Desktop, and then import them into QNE AI Cloud Accounting.

Solution:

SQL Accounting 

1. Upon logging in to SQL Accounting, on the Navigation Pane, click General Ledger > Maintain Supplier.

Alternatively, users may select Supplier > Maintain Supplier.

2. On the Customer List View screen, 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.

Autocount Desktop

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

2. On the Creditor Type 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.