Importing bank statements into Accounts Hosted
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Heather Rogers
Member Posts: 8 ✭✭
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?
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Comments
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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
ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
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Got it now! Thank you for that.0
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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.
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I manually back-up to B:\ drive around once a week. I download the most recent backup to my computer once a month.
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True. I'll change the settings to remind me more often!
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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.
Set a rule, always backup before closing down. Shirley
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Can you confirm that if I want to import bank statements, at the bank I should click on Reckon One - I actually use Reckon Hosted0
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that is the missing link for me - how to upload a .qif file to the Q drive?0
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Hi Katherine,
The video in my post below will step you through using the Hosted toolbar to upload a file to the Q drive.
Cheers
Ravℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
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thanks.0
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