How to migrate Past Transaction from Delphi/Optimum/Others Software to QNE AI Cloud Accounting Software

Effortlessly Importing Past Due Invoices into QNE AI Cloud Accounting's as Opening Balance.

Solution

1st - Press 'Tools' > Press 'Data Migration' > Press 'Transactions'.

2nd - if i wants to get Past Invoices template, Press 'Upload'

3rd - After Press 'Upload' > below screen will prompt out > Press 'Download Sample'

Below is Sample Excel 

Note: if from Others Software, User can follow the Column fill in the requirement.

If User from Delphi/Optimum, can generate Aging report, then export to Excel.

this is Optimum Excel Datasheet

Copy all require data to QCA template

the only thing require to adjust which is Document Date only

4th - highlight whole DocDate Column Value > then Press 'Format Cell'

5th - after Press 'Format Cells' > below screen will prompt out > Choose Custom > insert Type : yyyymmdd > then Press 'OK'

6th - below result date have change to QCA require format, then Press 'Save', Press 'Yes'

Now we try import

Comeback to import Screen > Press 'Click to Upload' > then Select your excel template >Press 'Open' > Then Press 'Import'

Then System will list out all the info from Excel template, User can tick all, then Press Save Item.

Import Done!

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