How to Import Payment Terms into QNE AI Cloud Accounting ©

Overview:

This guide will show you how to easily import payment terms into the QNE AI Cloud Accounting system. By following these steps, you will learn how to prepare and upload payment terms data via CSV files, ensuring that your payment terms are accurately reflected in the system for smoother transactions and better financial management. Whether you’re adding new payment terms or updating existing ones, this guide will walk you through the entire process for a seamless import experience.

Solution:

Step 1 - Expand Company > Expand Tools > Press Data Migration > Press Upload button of Payment Terms.

Step 2 - After Press Upload Button, below Screen will prompt, Press Download Sample

Step 3 - Below is Payment Terms CSV

Code - Payment Term Code

Description - Payment Term Description

Type - Due in Days or Due in Months

1. Due in Days = 0
2. Due in Months = 1

Value - Number

Example: below Excel, Term Code and Description is 7 Days, Type is Due in Days, Value is 7

Step 4 -After Complete fill in the Term CSV Template, Press Upload CSV of Import Terms.

Step 5 - Press Click to Upload

Step 6 - After Press Click to Upload, then Select the CSV file that user completed fill in, Press Open, Press Import

Step 7 - System will load the info from CSV file, tick the loaded result, Press Save Items

Done!

** Learn more about Azure Cloud

** Learn more about QNE Hybrid Cloud Software