Uploading your data into QicWorks is easy and super fast when you utilise our bulk upload templates found within our Setup Wizard. Simply download the relevant excel spreadsheet, populate it and import it into QicWorks using our Setup Wizard.
Our upload templates can be used to import the following:
Staff, Customers & Suppliers
Contacts (Supplier and Customer details)
Net Cost Table
Chart of Accounts
*We recommend you upload your Classifications before you upload your Staff list.
QicWorks also has the functionality to pull your Business, Staff and Contact data from your accounting software through secure API. For full details see: Connections
Click on Business from the main menu, then click on Settings . From the Account Settings menu click on Setup Wizard .
Account Setup Wizard
A Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
B Toggle Page Width: Click to increase or decrease the page width
C Help: Click to view page help
D Upload Categories: Click to expand. Here you will find our upload templates, and import functionality
Example of Upload Category
A Download Template: Click on hyperlinked Download or green excel icon to download template
B Upload Panel: Drag and drop your completed template onto panel or click in panel to upload
C Organisation: Some uploads may ask you to identify the Organisation this upload if for
Follow these steps for you initial setup, once done these settings will be used by default going forward. Navigation Click on Business from the main menu, then click on Settings. Under the Work Settings menu item click on Time Management. The ...
Once your job has been set up, you next step is to imput your anticpated job costings. These values are used throughout the QicWorks program to calculate your job profitability. Navigation Click on Jobs from the main menu, then click on Job ...
Prior to undertaking Payroll Approval for the first time, Users should ensure the following have been completed. Preparing for pushing payroll Make sure you have pulled current Xero pay codes (For further details see Connecting to Xero) Make sure ...
Use our bulk upload sheets to expedite the imput of legacy data. Our bulk upload sheet can be found within the Setup Wizard and will upload everything to you need to run your QicWorks Business Management system. Simply download our excel template, ...