The implementation and operation of Qvinci is a simple, straightforward process.
- Set up a Qvinci Account. There is only one Administrator for each account.
- Add Companies to the Account. See below for recommended implementation structures, by industry/application.
- Link & Sync accounting Files (i.e. Locations) to each company.QuickBooks Online and Xero files use our API and do not require locations to download our sync app. Other versions of QuickBooks and MYOB files require use of our sync app.
- Map accounts to a Standard Chart of Accounts. This is done once, and because they are mapped dynamically at the time of syncing, individual Files (contributors) do not need to change their account names – every location can continue to use their preferred account names.
Relax, you’re done with set up. Files linked through the Sync App are automatically synced once per day, the first time the file is opened. QuickBooks Online and Xero files are synced nightly at 2:00 am. Files many be manually synced on demand, throughout the day.The command to sync the file automatically resides in the file itself, so automated syncing will occur even if the file is moved or renamed.
Use your data. The Qvinci dashboard and reporting tools are available via any web browser 24/7 and will always have the latest sync data. Administrators will be able to view the Sync Activity report to see when the last time each file was synced. Reports can be exported to Excel.