Importing a General Journal

Susan NaismithSusan Naismith Member Posts: 2
edited September 1 in Accounts Business Range
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.
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Comments

  • DebonAirDebonAir Member Posts: 408
    edited August 2019
    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.
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited August 2019
    Yeah you can do it. The details are in the help files. You can import any journal entry.
  • LeanneLeanne Member Posts: 37
    edited March 2017
    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

    Thanks
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    Yes. Yes I can. Drop me an email [email protected]
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    The pdf is on its way
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    Happy to help Leanne
  • DebonAirDebonAir Member Posts: 408
    edited March 2017
    please send the pdf to me too, ta.
  • DebonAirDebonAir Member Posts: 408
    edited August 2019
    Thanks Kevin, Great work, we really appreciate your help! Even us long time users who should know better!
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited March 2017
    You can pick something up if you have been using the software for 17 years I spose. hahahaha
  • Susan NaismithSusan Naismith Member Posts: 2
    edited March 2017
    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!
  • DebonAirDebonAir Member Posts: 408
    edited March 2017
    Ditto!!
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited March 2017
    Sometimes I like to help the pods
  • Jan AtkinsonJan Atkinson Member Posts: 2
    edited March 2017
    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
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited March 2017
    Jan send me an email [email protected]
  • Jan AtkinsonJan Atkinson Member Posts: 2
    edited March 2017
    Hi Kevin, I sent you an email last night, hope you can help.  Do we need to upgrade Reckon to another version?  Thanks.  Jan
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited March 2017
    Jan I did not get an email. Try this one. [email protected]
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited June 2017
    I sent this just now
  • RosieRosie Member Posts: 87
    edited June 21
    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 [email protected]

    Thanks, Rosie
  • Stefan KosnikStefan Kosnik Member Posts: 1
    edited June 2017
    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? [email protected]
  • RosieRosie Member Posts: 87
    edited June 21
    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?
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    Did you even look in the help files? What level of instruction do you require? I think it's fairly simple myself.If you were using any other accounting software, you would face the same, or similar, issues. I use them all and I happen to think Reckon is straightforward. Or I can do it for you if you like. 
  • RosieRosie Member Posts: 87
    edited June 2017
    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.
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    Rosie you can print the help files to a pdf format. I have done it myself. I think the article is very clear. 
  • denis kazantsevdenis kazantsev Member Posts: 1
    edited October 2017
    Hi Kevin, could you please e-mail me upload XL file and PDF on how to upload journals from XL in Recon. Regards, Denis. [email protected]

  • AshAsh Reckon Staff Posts: 1
    edited November 2017
    Hi Kevin,

    Bit late on the thread but could you possibly send this to me too please?
    My email is [email protected] 

    Thank you! 
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    Ashleigh piece of pie
  • RickyRicky Member Posts: 2
    edited March 2018
    Hi Guys, could you please send one to [email protected] 
  • cosmiccosmic Reckon Developer Partner Posts: 1,182 ✭✭
    edited March 2018
    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.

  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    Rick send me an email [email protected]
  • ZappyZappy Accredited Partner Posts: 4,692 ✭✭✭
    edited September 2018
    I agree with me Chandra
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