Import CSV file with invoicing in to Reckon Hosted

Michelle_9656470

Can someone please help.  We are moving to online registrations for our training courses which is done via our CRM (Ontraport).  The developer has said the final step in the process is an export to a csv file, which I am to import in to my Reckon Hosted file.  I have been asked if I see any issues with this.

I have no idea if it is possible to import a csv into Reckon (which I am assuming has all the invoicing details from the online sales) ... this is so far out of my knowledge base ... please help someone!

cosmic

Michelle_9656470

Thank you Chandra.  I have passed this on to the developer

Zappy

You can't.

Graham Boast

Hi Michelle

Send me an email and I can assist you with the import format. If you can send me a screenshot of how you want the invoice to look in Reckon, that will assist both me and the developer

Graham 0409317366 graham@reckonhelp.com.au

Graham Boast

You can!

cosmic

hi Kevin, we have done these type of work , we had a client Now wholly owned by AMP , we imported their csv sales invoice from 1000 to 2000  tax invoices in say  15 to 1hr but fully hard coded program. Sadly AMP had to move them to Sage so lost that client.
AND BILLS of same number in also same duration .

Reece Harper