Problems importing Transactions to Reckon Accounts Hosted

Hi,

I am using Reckon Accounts Hosted Edition 2016 and am attempting to import sales transactions (invoices). I have created the import file as per the instructions in the application help pages, and the file reports that it has imported OK (Your data has been imported)

I cannot find the transactions anywhere in Reckon however.

I need to finalise the import format so that I can get my TMS package (where the invoices are generated) modified to export in the correct format for this package, and until I am successfully importing my test files I can't progress any further.

I suspect that I am missing something or have overlooked something but for the life of me I cannot see what.

Would anyone be able to advise what I may have missed?

Thank you

Comments

Datarec

Hi Steve,

Instead of "TAX INVOICE" try using a TRNSTYPE = INVOICE

There are other community posts on the topic of importing transactions via the IIF format that you may find useful.
https://community.reckon.com/reckon/topics/creating_iif_files_to_talk_with_reckon_accounts


Regards,
Reckon Data Recovery Team

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