How to import Transaction via Excel to N3 AI Accounting

Effortlessly Importing Invoices into N3 AI Accounting's.

Solution:

Step 1 - Expand 'Company' > Expand 'Tools' > Press Data 'Migration' > Press Upload CSV Files

For the import handling of actual transactions, N3 AI Accounting provides several options, including the following:

• Payment Vouchers

• AR Invoices

• Bills

• Sales Invoices

• Sales Credit Notes

• Cash Sales

• Purchase Invoices

Note: I'll take AR invoices as Example

Step 2 - After Press Upload Button, Below Screen will appear, Please Press 'Download Sample' to download a Sample Excel CSV Format.

Note: this is how sample Excel CSV look like, this is 1 transaction sample.

Step 3 - After finish prepare the invoice Excel, at the same screen Press 'Click to Upload'

Step 4 - After Press Click to Upload, then browse the excel, Press Open > then press import

Step 5 - System detected Excel have 3 transactions, Press Save Items.

 Step 6 - Success! 

Result.

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** Learn more about QNE Hybrid Cloud Software

System Scope: QNE AI Cloud Accounting / N3 AI Accounting