Qbyte Exchange Setup

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1 Introduction
2 User Setup
3 FAQ

Introduction

Qbyte Exchange is powerful functionality that allows Qbyte CS Land users to update the Qbyte CS Land database using P2 provided Microsoft Excel templates which adhere to the Excel Add-in security practices of using SSL/HTTPS to securely communicate with the server. This ensures that all communication between the Excel document and the server is protected.

Qbyte Exchange functionality is outside the Qbyte CS Land product and requires different setup and installation considerations.

User Setup

These steps must be performed by each user to add the Qbyte Exchange icon into the ribbon in your Excel Workbook. The setup is one time, however if you loose the Qbyte Exchange icon after a PC upgrade or Excel update, then run these steps again.

Note: This Qbyte Exchange setup is currently available to Users residing in Canada, United States and United Kingdom.

Verify with your internal IT Microsoft Office Administrator that you have access to the Office Store in Excel
If you don't already have it, log a ticket with the Qbyte CS Land Support desk to request the URL that will work for your company.
Open a new Excel Workbook

a. Click on the Insert Menu option.

b. Click on the My Add-ins dropdown and choose See All...

c. Click on the Store tab. In the Search bar enter 'Qbyte' and click the search icon. The Qbyte Exchange Add-in will be returned.

d. Click the green Add button. The following terms window will be shown. Click on the green Continue button.

e. On the Excel menu bar, click Home. Notice the Qbyte Exchange icon has been added to the far right-hand side.

f. During initial setup only, when you click the new Qbyte Exchange icon, you will see the following screen one time in the panel:

g. Click the green Allow and Continue button to display the login panel. Username and Password will be your Qbyte CS Land credentials.

The Server URL will be unique to your Test or Prod environment. If you don't know your organizations unique URL(s), please log a ticket with the Qbyte CS Land support desk.
Note: The blue Click here for more information will display a brief description about Qbyte Exchange in the Microsoft Store.

You can now start using Qbyte Exchange!

If you have questions regarding the Qbyte Exchange functionality, please view the training videos or contact the Qbyte CS Land support desk.

FAQ

Is your version of Qbyte CS Land current?

Qbyte CS Land version 20.0 or greater is required. Ideally, you would want to have the most up to date version to take advantage of any new Qbyte Exchange features added or resolved issues.

Which version of Microsoft Excel do you use?

Office 365 or Office 2021 versions of Excel are required. It is possible that certain versions of Office 2019 may also work.

If you are an on premise customer, which version of Oracle do you use?

A minimum of Oracle 12g is required.

Does the person requiring access use a Windows PC?

No, Mac/iPad also have access to Microsoft Store Add-in's via Safari.

I had setup Qbyte Exchange previously but received a new laptop and the Qbyte Exchange icon is no longer there. What do I need to do to get it back?

Follow the User Setup steps below.

What does a user who was already setup for Qbyte Exchange need to do when their company takes a new version of Qbyte Exchange?

Nothing. The Qbyte Exchange icon will still be on their Excel ribbon and the same URL(s) will still be in the drop-down list.

Can a user of Qbyte Exchange use the same icon to connect to both Qbyte CS Land and Qbyte Financial?

Yes, if the user would install the Qbyte Exchange add-in just once. If they have access to both products, the only difference would be the URL entered.

When I clicked on the Qbyte Exchange icon in my spreadsheet, I received 'An update is required for this add-in' message - what do I need to do?

Click the green button to Update Now. In a few seconds, when the spreadsheet becomes available, just click the Qbyte Exchange icon again and the login panel will display as normal.

Why has the color scheme in my spreadsheet changed? Default Theme for First Row Titles

When upgrading Microsoft office to a newer version, you may find the first title row is defaulting to a new color.
To change default title row colors back to the standard blue, in excel navigate to Page Layout > Themes
1. Choose: Office 2013 – 2022 Theme