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

Mel_10759137

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

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Mel_10759137

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

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.

Mel_10759137

Thanks Chandra - I think I'll leave it and just enter them manually. Just ridiculous that I cannot import a csv file !!

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Linda ABC

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

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.