Importing a General Journal
Susan Naismith
Member Posts: 2 Novice Member
I wish to know if a general journal can be imported into Reckon Accounts Premier Edition 2016. I have over 200 lines in an excel sheet and would prefer not to enter manually.
Thanks in advance.
Thanks in advance.
2
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I can't find a way to do this, you can import customer lists etc.
If you create the journal in RA then you can memorise it for continued use.1 -
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Hi Kevin,
Can you provide more details please, I have been trying to figure out to import from excel for years. All I find is that I need to convert excel to an .iif
Thanks1 -
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please send the pdf to me too, ta.1
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Thanks Kevin, Great work, we really appreciate your help! Even us long time users who should know better!3
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Ditto this!!!!
I was told by a Reckon consultant yesterday over the phone it wasn't possible.
Plus I would never have gotten that format for the import file, even from the Reckon help description you sent through, without your help.
This has literally saved me hours of time and really appreciate your detailed assistance you have given!1 -
Ditto!!1
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Re: Journal entry in Reckon
Can someone help please. I want to enter a general journal, but can't find the menu as above to do this. I am very new to Reckon.
Re: Import a journal
I would also like to import a journal, but also can't find the menu to do this. I found the template, but then can't seem to save the file as an iif file from excel.
I am using:
Reckon Accounts Home & Business 2016 R 1
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Hi Kevin, I sent you an email last night, hope you can help. Do we need to upgrade Reckon to another version? Thanks. Jan0
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Hi everyone,
I have found this post while searching for how to import general journals. Could someone please send me a copy of the instructions as I can't find it and it would be very helpful.
My email address is finance@cyc.org.au
Thanks, Rosie
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Hi Kevin, just found this post as am having the same issue, are you able to send me details on how to import a journal to Reckon? stefan.kosnik@cbre.com.au0
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Just letting everyone know that finds this post - there is no instruction as such for importing a general journal - what I received from Kevin (which was still helpful but not instructions as I had hoped for) was an excel template for the import. It appears there are no instructions out there - perhaps this is something Reckon could add to the help menu in the future?
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Yes I have looked in the help files and I am fine with importing the journals. I am just stating to other users that find this post that there is not a pdf procedure / document as such to assist on the import of the journals as this was what I was looking for when I came across this post and I can see others have assumed this as well.
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Hi Kevin, could you please e-mail me upload XL file and PDF on how to upload journals from XL in Recon. Regards, Denis. denis.kazantsev@outlook.com
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Hi Kevin,
Bit late on the thread but could you possibly send this to me too please?
My email is ash.rennie@reckon.com
Thank you!0 -
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Hi Guys, could you please send one to ricky@taxnet.com.au0
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Yes , Kevin is right, Kevin has worked out a solution and I think users should not expect to get this as free help.
I have noticed this thread has been for long time.
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Please can I get a copy of whatever is out there, spreadsheet template and or pdf. sforrest@fa.co.nz.
thanks
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Hi, can you please send me the excel format to import a general journal to Reckon? I am using Reckon Desktop 2019. Thanks in advance! email: fangl@cranetec.com.au0
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Hi Kevin, Could you please send that to me too. ricky@taxnet.com.au0
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Hi Kevin, please send the template to me too; ediepitra@gmail.com0
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Can I please have a copy of the template to import journals into Reckon Enterprise. Kylie.Davis@ths.org.au1
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