When a calendar year rolls over, a prompt will appear asking to generate a new template before syncing the file. A new template allows for "current year" tabs to be populated in the template for syncing current year data. Prior year(s) data (for example December) will be populated in the new template for the upload.
STEP 1. Sign into your entity account in Qvinci. (web.qvinci.com)
STEP 2. Go to Manage > Entities
STEP 3. From the tabs, select "Export Excel"
STEP 4. Click "Generate Template" - then save the template to your computer, enter the previous year information in this new template, as well as any current year financials.
STEP 5. You will then be able to use the Sync Excel tab, to sync the files in the current year.
We're More Than Happy To Help
Schedule a Call with Customer Success below, email us at email@example.com or call us at 1-512-637-7337 Ext. 1. Available M-F, 7:30am-6:30pm CT and it is always FREE!