Importing a General Journal

Lauren

Hi Kevin could you please send me a copy of the template to import journals into Reckon Enterprise - [email protected] Thank you!

Datarec_ReckonLtd

This developer has a tool that may assist you in importing GENERAL JOURNAL transactions from an Excel/CSV file.

Beanwiz Free Version | Marketplace (reckon.com)

PhuongDo

Thanks for that @Datarec_ReckonLtd but my app only works with Reckon Hosted. Looks like Lauren uses Reckon Desktop.

Datarec_ReckonLtd

For a one-off scenario of importing of General Journal transactions, a TRIAL subscription to Hosted should allow the user to upload a copy of their data file to the Hosted platform and perform the import process.

It would also require that the user's data file be in the Reckon Accounts Enterprise 2022 R2 format to be compatible with the Hosted Accounts 2022 R2.

Once the import is done, the modified QBW file can then be downloaded back to the local desktop and used with the Reckon Accounts Enterprise software.