Setup Wizard

Setup Wizard

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
  1. Staff Details
  2. Contacts (Supplier and Customer details)
Cost Management
  1. Net Cost Table
  2. Resources
  3. Classifications *
  4. Materials
Business Data
  1. Chart of Accounts
  2. Pay Categories
  3. Tax Rate
  4. Tracking Categories
  5. Allowances
*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

  Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
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

  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
D   Import Button: Click to start import

For more details about our bulk uploads see: Bulk Upload Sheets
To learn how to create the ultimate QicWorks account see: Implementation Checklist

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