How to Export Data from the Inquiry Screen in QNE AI Cloud Accounting

Overview:

The Inquiry Screen in QNE AI Cloud Accounting provides users with a flexible way to search, filter, and analyze data across different modules. Once you've refined your results, you can easily export the data into Excel for further analysis, reporting, or sharing. This feature is especially helpful for accountants and finance teams who frequently generate summaries or pivot tables outside the system.

Scenario:

A finance manager needs to analyze monthly revenue and expense trends for internal presentation. Instead of generating the full Profit and Loss report, they use the Profit and Loss Inquiry Screen to filter data by account category and date, then export the data to Excel for custom analysis and chart generation.

Solution:

1. Navigate to the Profit and Loss Inquiry Screen, apply filters such as date range, account group, branch, or project as needed, and click the Inquiry button.
    
2. Once the filtered results appear, click the Export icon at the top-right corner of the screen.
    
3. The file will download to your device, ready to be opened in Excel or any spreadsheet tool.
    

File

Application:

For instance, the finance department wants to present a quarterly summary of income vs. expenses during a board meeting. By filtering the Profit and Loss Inquiry for the current quarter, then exporting and formatting the data in Excel, they can generate a custom chart showing monthly profitability, providing clearer insight for stakeholders.