Bulk Create Entities

Qvinci Administrators, Leaders, and Managers may bulk create Entities inside Qvinci using an Excel template.

1. The Qvinci Admin or Leader must ensure there is ample inventory purchased before Entities may be created. The Qvinci Admin should migrate to the Billing tab in order to purchase additional inventory if needed. 
2. The Qvinci Admin, Leader, or Manager may then migrate to the Manage > Entities tab to set up Entities.
3. Click the Actions tab in the top-right corner.
4. Select the Multi Create link that appears under Actions.
5. The following screen will prompt the user to download an Excel template in order to bulk create Entities. 
6. The user populates the columns inside the spread with the appropriate data — Unique Location Name, Date Founded, Number of Full Time Employees, and the Contributor's first name, last name, and email address (the Contributor is the user who will sync the data file for that particular location and is synonymous with "Entity Syncer"). 
7. Upon populating the spreadsheet, the user will save and then upload the spreadsheet. 
8. Upon upload completion, the Locations/Entities will appear in the left-hand column on the Manage > Entities screen.
9. The Entity syncer has just been sent an invitation email and has been prompted to log in to their account and link/sync their data file. 
10. The Entity syncer will be allowed to select their corresponding file type prior to syncing: QuickBooks Online, QuickBooks Desktop, Xero, Excel, or AccountRight.