Import Customer Changes

Shane Harris
Shane Harris Member Posts: 11
edited August 2020 in Reckon Accounts (Desktop)
I use Reckon Accounts Premier 2018 and I have exported my customer list, and changed all the customer types.

How do I import the changes without adding the customers again. Is this possible?



  • Spilly
    Spilly Member Posts: 184 ✭✭
    edited August 2020
    As long as you haven't change 'NAME' field and it includes 'REF' column cant see a reason why you can't, over the years done many lists like that.
  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 980 Reckon Staff
    edited July 2019
    Hi Shane,

    If you exported the Customer list in the IIF file format, you can import the modified file back into your data file.

    Click on the File menu
    Click on Utilities
    Click on Import
    Click on IIF Files...


    Reckon Data Recovery Team