In Reckon Hosted : Can you export Item List or Customer List to someone using MYOB?
Cathy_7327712
Member Posts: 31 ✭
I have sold part of my business to someone using MYOB. Is there a way of exporting the Item List and the Customer List so that they can use it in MYOB? Hoping they can just import it and use it.
0
Comments
-
Yes you can, just go to File -> Utilities -> Export -> Lists to IIF files. That will show you a menu of several different options including the Item List and Customer List. After you have saved and downloaded the IIF file it can be opened in Excel and then saved as a CSV file if necessary. I have no knowledge of importing to MYOB. We are currently in the process of migrating from Reckon to a larger system to cope with our expanding needs and have so far successfully migrated Customer, Supplier, and Employee lists.2
-
In Accounts Hosted you can try the following:
There is a simple export to excel option on the bottom of the List page. Select "Lists" -> "Item List" and at the bottom there is an Excel Button.
For customer list, open the Customer Center, and at the top press the Excel Button and you can export direct to excel.
Once in Excel you should be able to format and convert data so it can be imported into MYOB.
Check it out!0
Categories
- All Categories
- 6.8K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 73 About Reckon Community