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 References to third-party systems, including screenshots, are for illustrative purposes only and may be outdated if the third-party software has changed its processes.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

Solution:

SQL Accounting 

1.  Navigate to the General Ledger module, then click Maintain Stock Value.

2. Click Edit if there’s anything you want to change, then Save once done.

3. To export the file, right-click the Column name > Grid Export > Export to Microsoft Excel.

4. Choose the desired folder, then click Save once done.

5. Open the File and ensure that category names are clear and consistent.

6. Click Save As > Document Type > CSV (Comma Delimited) (* .csv), then click Save once done.

Application: 

Users can now import the downloaded CSV files to QCA. Select the SQL Accounting > Click to upload > look for the file, then click Open > then click Import once done.

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