How to Import Areas into QNE AI Cloud Accounting ©

Overview:

In this guide, you will learn how to import area information into the QNE AI Cloud Accounting system. Areas play a crucial role in organizing your business operations, such as categorizing regions for sales or reporting. This guide will provide step-by-step instructions on how to prepare your CSV file and successfully upload area data into the system, ensuring your records are organized and up-to-date for better reporting and operational management.

Solution:
Step 1 - Expand Company > Expand Tools > Press Data Migration > Press Upload button of Areas. 

Step 2 - After Press Upload, below screen will prompt > Press Download Sample

Step 3 - Below is Areas CSV

Code - Areas Code

Name - Areas Description/Name
Type - Can be use in Customer/Suppliers/Both

1. Both = 0
2. Customer only = 1
3. Supplier only = 2

IsActive - True/False

Example: below Excel, Areas and Name is Local, Type is Both, and this Area code is Active.

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

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!

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