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Re: Our son is taking over our business but starting his own company file. How do we migrate the file.

I have just spoken with our accountant, he will have both and ACN and an ABN @Jason_Z

mzohn

1

Re: The register does not have the category field

I just found an explanation which tells me why I have the problem and how to fix it here:

https://help.reckon.com/article/rr25zv33c5

zombieninjapotato

3

Re: The register does not have the category field

You will need to change the settings in View to SORT by Date / Ordered enter.

Give me a call if you need a hand

GerryWinter

1

Re: Our son is taking over our business but starting his own company file. How do we migrate the file.

Hi @mzohn

You can use the Export lists feature to export these lists to another file. Then when you have created the new company file, import the lists back in.

Here is a guide on exporting lists:

https://community.reckon.com/discussion/7679725/migration-how-to-export-lists-data-from-reckon-accounts-hosted

Jason Zhu

2

Re: Our son is taking over our business but starting his own company file. How do we migrate the file.

if you want all the data in the file you would be better off making a copy of the file and let him change the company details, ABN, address, phone number etc.

If you don’t want figures and only lists, you can export an iif file with chart of accounts, customer and supplier lists, and any other lists you require. This iif file will have all the lists you select in the one file. After the new file is created you can then import this file into it and you will have a fresh start with zero dollars. You will have to edit the bank account and enter the balance, and adjust the employee details to suit.