Is there a way of transfering invoices from one Reckon file to another?

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Tanya_7013831
Tanya_7013831 Member Posts: 1 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)

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  • Kevin V. Russell
    Kevin V. Russell Member Posts: 268 Reckoner Reckoner
    edited June 2015
    Not without some middle ware. Nope. 
  • ARC BookKeeping
    ARC BookKeeping Member Posts: 156 Novice Member Novice Member
    edited August 2014
    Hi Tanya,
    As far as I am aware...nope, you cannot create an invoice in one company file and then enter it as a bill in another...

    unless you use a third party program...

    The program I have heard of being used the most is Zed Access, which can export/import most transactions and lists from RA.

    I am sure there are others but I am not aware of them.

    cheers
    Angie Carlyle
  • Kevin V. Russell
    Kevin V. Russell Member Posts: 268 Reckoner Reckoner
    edited June 2015
    That's right Angie. The guy's name is Steve Batten. He's been around for ages. You're right there may be others but I haven't heard of them. Of course I've only been using Reckon for 15 years. Years ago there used to be an odbc connector. I can remember seeing it at one of the conferences.  I think support for it may have dropped off somewhere along the way. I imagine it would not be the kind of job you would undertake lightly. You would need to do your homework. 
  • Kevin V. Russell
    Kevin V. Russell Member Posts: 268 Reckoner Reckoner
    edited June 2015
    Oh and the program is called Zed Axis.
  • Graham Boast
    Graham Boast Accredited Partner Posts: 319 Accredited Partner Accredited Partner
    edited December 2017
    Hi Tanya

    The short answer is Yes!.

    If you can send me some details via email, I can give you some options depending on what your requirements are.  It is possible to both transfer invoices as a total only (useful if you need to have open invoices at 30th June), or to transfer the entire invoice.


    Graham Boast
    Reckon Accredited Consultant
    graham@reckonhelp.com.au
    www.reckonhelp.com.au/remotesupport.htm


    Graham Boast | 0409 317366 | graham@reckonhelp.com.au

  • Kevin V. Russell
    Kevin V. Russell Member Posts: 268 Reckoner Reckoner
    edited June 2015
    Graham mate, tell me more. You can't export invoices can you? And you can only import them with a hwole lot of messing around in Excel. I know. I've tried it. Or are you talking about one of the third part add ons? Please, share!
  • Graham Boast
    Graham Boast Accredited Partner Posts: 319 Accredited Partner Accredited Partner
    edited December 2017
    Kevin

    You forget that I am a Jedi Master.

    Graham

    Graham Boast | 0409 317366 | graham@reckonhelp.com.au

  • Kevin V. Russell
    Kevin V. Russell Member Posts: 268 Reckoner Reckoner
    edited June 2015
    Graham mate I'm an atheist. So are you using the odbc connector or what?
  • Amir Assad
    Amir Assad Member Posts: 4 Novice Member Novice Member
    edited September 2014
    Karl Irving has a third party utility called Data Transfer Utility, and for what it does it is worth every penny you pay for it. I have used it for years and it works beautifully

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