How to Extract Stock Group from Other Accounting Software

Overview:

When migrating to QNE AI Cloud Accounting, one important step is bringing over your existing Stock Group classifications. These are used to categorize inventory items for better tracking, reporting, and analysis. Extracting this data from your previous accounting software ensures continuity and accuracy in your inventory setup.

Disclaimer:

This guide is intended to assist users in migrating to QNE from their existing accounting systems. References to third-party systems, including screenshots, are for illustrative purposes only and may be outdated if the third-party software has changed its processes. Users should consult their provider's help documentation for the most current information. All trademarks and product names are the property of their respective owners. QNE does not claim any rights to the systems mentioned.

Scenario:

Your company is transitioning from another accounting system to QNE AI Cloud Accounting. You want to retain the same stock group categories used in your previous system so that your item listings and reports remain consistent.

Solution:

SQL Accounting 

1.  Access the Stock Group Maintenance Menu. Navigate to the Stock > Maintain Stock Group

Alternatively, users may select Stock > Maintain Stock Group.

2. To export the file, right click on any Column Title > Grid Export > Export to Microsoft Excel

3. Choose the desired folder, then click Save once done.

4. Open the File and ensure that category names are clear and consistent.

5. Change the file format from Excel to CSV.

6. Click Save a Copy, change document type to CSV (Comma Delimited) (* .csv), then click Browse, choose desired document location, then Save once done.

UBS

1. Upon logging in to UBS, on the ribbon tab, click 1. Maintenance > 4. Miscellaneous Files > 1. Group Maintenance

2. On the Category Maintenance pop-up window, check if the details are correct before extracting them, and click Print.

3. In a pop-up Send To Excel window, click Send.

4. On the send to pop-up screen, click the Excel button.

5. Change the file name of your choice and choose the desired location, then click Save

6. Since UBS doesn’t support CSV file, click Save a Copy, change document type to CSV (Comma Delimited) (* .csv), then click Browse, choose desired document location, then Save once done.

Application: 

Users can now import the downloaded CSV files to QCA.

Note: Make sure to make the file format in CSV format instead of Excel format.