Importing bank statements into Accounts Hosted

How do I find my QIF file when I can only browse Q and B drive. I it saved in downloads on my computer. I have Window 10, is there an app I should have?

Comments

Zappy

You need to upload it to the Q drive

Rav

Hi Heather,

Welcome to the Community

You can use the Hosted Toolbar to upload the file, check out our video below for more info -

https://www.youtube.com/watch?v=R1K93TrteAA

Heather Rogers

Got it now! Thank you for that.

Zappy

Happy to help

Jay Garland

The Q drive is the hosted drive where you database is kept; the B drive is the hosted backup drive. Once a month I download one of B:\ backups to my computer to build in redundancy and make sure I always have a copy of my backup.

Zappy

Jay I would like to encourage you to do this far more frequently. Reckon dont do backups.

Jay Garland

I manually back-up to B:\ drive around once a week. I download the most recent backup to my computer once a month.

Zappy

I would back up every day you use the file. Its what I do. You dont want to lose a week of data

Jay Garland

True. I'll change the settings to remind me more often!

Shirley Ingle

Hi Jay and All Community Definitely backup every day. It only takes a small amount of time to backup, download and save to usb or external hard drive. The back up on B drive is still sitting on Reckons server not yours. It causes much trauma, sleepless nights etc etc if you were to lose data.