Importing Excel or CSV files of transactions into Reckon Accounts Hosted.

Options
Jody Hutton
Jody Hutton Member Posts: 4 Novice Member Novice Member
edited October 2024 in Accounts Hosted
Can someone please tell me if it is possible to import transactions (not lists) into Reckon Accounts Hosted?  If so, how do I go about this most easily.  In today's market this should be possible, shouldn't it?

Welcome!

It looks like you're new here. Sign in or register to get started.

Comments

  • Unknown
    edited August 2019
    This content has been removed.
  • Jody Hutton
    Jody Hutton Member Posts: 4 Novice Member Novice Member
    edited June 2017
    On the Reckon Accounts help when you look up import data - excel file it only shows how to import lists of accounts, customers, suppliers and items.  Am I not searching for the right thing? 
  • Unknown
    edited June 2017
    This content has been removed.
  • Shayne McNamara
    Shayne McNamara Member Posts: 35 Reckoner Reckoner
    edited August 2019
    It might be possible to convert these files to .iif format to import into Reckon.  There are commercial conversion tools out there and one you could try is https://www.propersoft.net/csv2iif/ which i think allows you to trial it.  I am sure there are plenty of others around though and whether this or any of them work i have no idea sorry but I do know that Reckon imports usually need to be in .iif format.
  • Unknown
    edited July 2017
    This content has been removed.
  • Sergiy Tytarenko
    Sergiy Tytarenko Member Posts: 1 Novice Member Novice Member
    edited October 2017
    Please try CSV2QIF at https://www.propersoft.net/csv2qif/ it has special QIF target for Reckon. IIF files are for Quickbooks. ProperSoft males converter from 2009.
This discussion has been closed.