Convert an Entity From Manual Entry to Excel Syncing

Overview

An automated process for migrating an existing Manual Entry of an entity is not available. The Qvinci Administrator or Manager would need to set up a new entity, as an Excel Sync entity, and then prompt the user to go through the following steps BEFORE deleting the Manual Entry location.

(NOTE:  Once the Manual Entry entity has been deleted, the financial data will be gone.)

Step 1: Preliminary Steps to Take 

If an existing entity has existing financial data input into Qvinci, the Entity Syncer MUST export the following reports so that the financial data is not wiped from Qvinci. If the following reports are not exported from Qvinci, ALL existing financial data will be lost.

• Profit and Loss, by monthly frequency, export to Excel
• Profit and Loss, by monthly frequency, export to Excel
• Profit and Loss, by monthly frequency, export to Excel
• Balance Sheet

Step 2: Create the Excel Syncing Entity 

The Qvinci Administrator or Business Manager can read the walk-through article, How to Create or Delete an Entity, and set up for Excel Syncing by check-marking the corresponding box and entering the address. Once the new Excel Syncing Entity is created, the Entity Syncer for that entity may sync financial data via the Excel Syncing Method.

Step 3: Sync Financial Data via the Excel Syncing Method

 When the Entity Syncer for an Excel Syncing entity is ready to sync financial data, they will follow these instructions on how to Sync via the Excel Method.

Step 4: Delete the Original Manual Entry Entity in Qvinci

Once the financial data has been synced through the Excel Syncing entity, the Administrator or Manager may delete the old Manual Entry entity. Once an entity is deleted it cannot be accessed again. Ensure the financial data from the Manual Entry entity has been synced through the new Excel Syncing entity BEFORE deleting anything.

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