Frequently Asked Questions

General

• FAQ: BI - What If - Cashflow & Forecasting Optimizer
• Switch Between Clients/Companies
• Exporting Historical Data
• How To Review and Pull Invoices
• Files Feature
• How Does Qvinci Handle Eliminating Transactions or Intercompany Receivables?

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Pricing & Products

• Qvinci SaaS Pricing

Getting Started

• No Entities Exist, What Do I Do?
• Your Qvinci Onboarding Charges
• How Do I Add Additional Users?
• How Do I Add Entity Inventory?
• How Do I Get a Qvinci Account?

Security

• Can I Limit User Viewing Privileges for Locations?
• Does Qvinci Make Changes to My Accounting File?
• Is Fraud Sensitive Data Synced to Qvinci?

System Requirements & Compatibility

• Checking Which Version of the Sync Client Is Installed
• Available Reports by Accounting Software Version
• Can Qvinci Sync a QuickBooks File with Classes?
• On What Operating Systems Can I Install the Qvinci Sync App?
• Does Qvinci Work on a Mac Operating System?
• Accounting software that can sync with Qvinci

Reporting Overview

• Report Name Legend
• Polishing Reports
• Who May Run Reports?

Linking & Syncing

• Why Doesn't Qvinci Match QuickBooks?
• What Data is Synced to Qvinci?
• Download the Qvinci Sync Client
• How Do I Sync a QuickBooks Desktop File to Qvinci?
• Run Sync Activity Reports