Set Cash vs Accrual and Currency Type

Overview

A Qvinci admin account is able to change accounting methods and currency type or enable weekly reporting on their account.

Note: Any changes to these affect existing mapping data. A resync of every file will be required.

To Set Cash vs Accrual and Currency Type

Step 1. As an administrator to Qvinci, log in to your desired entity. web.qvinci.com.

Step 2. Using the change company (if needed) click on the top left corner of the screen, then click the change company arrow from the right.

Step 3. From the menu, select Manage and select either Client or Company, depending on your setup.

Step 4. These settings are found in the Accounting section.

Step 5. To make a changes press the Edit  button.

Step 6. Make the desired changes.

Step 7. Check the confirmation box and then save your changes by pressing Save  when complete.

Note: Any changes to these effect existing mapping data. A resync of every file will be required.

Have Questions?
We're More Than Happy to Help

Schedule a call with Customer Success below, email us at support@qvinci.com or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!

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