Can't see option to import csv files for customers, suppliers

Mel_10759137
Mel_10759137 Member Posts: 16 Novice Member Novice Member
edited July 2020 in Reckon Accounts (Desktop)
I am setting up Reckon Accounts Plus 2020, transferring from MYOB  Account Edge (Mac).

I have generated csv files for Customers and Suppliers.  In the Reckon Customer Centre/Excel it gives me options to Export Customer List and Export Transactions, but not Import Customer List.    I also looked in File/Utilities/Import but the three options are IIF Files, Web Connect Files and Bank Statement Files.  Do I have to convert my csv files to IIF?  Nothing in the Help window about this.  Why is it so difficult?  Thanks for your help.
PS yes, I know about the Transfer service but I only have a few customers/suppliers so should be able to do it myself.

Comments

  • Unknown
    edited July 2020
    This content has been removed.
  • Mel_10759137
    Mel_10759137 Member Posts: 16 Novice Member Novice Member
    edited July 2020
    Thanks Kevin.  That's frustrating but  I can do it manually.
    MYOB no longer supporting Desk top Mac applications and the only Mac option is Cloud hosted, which I don't like.  Also charging over $80/month for the privilege and Help line wait is usually 1-2 hours.  I just got fed up with it.  Reckon offered a Desk-top option for a lower cost and I'm still ahead even after buying a new PC to run it.  I will persist!
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,125 Reckon Legend Reckon Legend
    edited July 2020
    There are partners in this forum sure can help you using iif tool, creation of Intuit inc, i think 2 people may be able to help : Graham Boast or Linda Putland.
    stopped using iif more than 12 yrs ago, we use  SDK  as i found iif is Never 1st hit solution, lots of mucking round and frustrations.

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Mel_10759137
    Mel_10759137 Member Posts: 16 Novice Member Novice Member
    edited July 2020
    Thanks Chandra - I think I'll leave it and just enter them manually.  Just ridiculous that I cannot import a csv file !!
  • Unknown
    edited July 2020
    This content has been removed.
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited July 2020
    Mel - Open your CSV file and save it as an Excel file - then I think you can use the Import Excel Files mapping utility to bring your data across?  if you save it as a tab delimited file - then this will be the import IIF option - but you need to have the correct columnt headings to do this.    One way to get it done is to create one dummy entry in Reckon for Suppliers and Customers - export this and then open in Excel and use this formatting/column headings to copy your MYOB data over from the csv file?
  • Mel_10759137
    Mel_10759137 Member Posts: 16 Novice Member Novice Member
    edited July 2020
    Thanks Linda. I've given up on that and pruned the customer and supplier lists, so am just entering them individually.  Good opportunity for a spring clean.   Thank you anyway.