Files Feature

Overview

Files is a summary view of all accounting files an Entity Syncer has connected to Qvinci. Files can be accessed by going to Manage > Files from the left-hand menu. The Files option is only available in the menu if you are an Entity Syncer to at least one Entity.

The Files Menu

Any file the Entity Syncer has synced, in any Entity or Client/Company, is shown on this page. The page shows a variety of summary items for each file:

• Last sync date and time
• Type of file
• File status (health)
• File name and sync location
• Location name

The page also has links for each file to perform a number of actions:

• Edit Entity properties
• View unmapped accounts with the number of unmapped accounts in parentheses
• Sync/Reconnect

An Entity Syncer has the option to Favorite certain files by clicking the star next to the file.

The Files page also includes a search bar to search for a file, as well as filters to view specific files. 

Have Questions?
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