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 References to third-party systems, including screenshots, are for illustrative purposes only and may be outdated if the third-party software has changed its processes.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

Solution:

SQL Accounting 

1. Upon logging in to SQL Accounting, go to General Ledger > Maintain Stock Value.

2. On the List, right-click the header.

3. Select Grid Export > Export to Spreadsheet.

4. Once the spreadsheet is open, go to the File tab > Save As.

5. Save the file as CSV.

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.