How to import Transaction via Excel to QNE AI Cloud Accounting

Effortlessly Importing Invoices into QNE AI Cloud Accounting's.

Solution:

Step 1 - Expand 'Company' > Expand 'Tools' > Press Data 'Migration' > Press 'Transactions' Tab.

For the import handling of actual transactions, QNE AI Cloud 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 - Press Upload Button.

Step 3 - 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.

here the Sample how to import multiple transaction, 3 transaction import, maximum allow 1000 rows of data only.

Step 4 - after finish prepare the invoice Excel, at the same screen Press 'Click to Upload'

Step 5 - After Press Click to Upload, then browse the excel, Press Open > then press import

Step 6 - System detected Excel have 3 transactions, Press Save Items.

 Step 7 - Success! 

Result.

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