Customer list IIF upload file - active/ inactive status

DianitaDianita Member Posts: 26

Hello Team,

Just wondering if anyone has any idea which column or what header (if any) that shows active/ inactive customers? This is the IIF file exported from Utilities in Reckon Accounts Enterprise 2020.

Could one use IIF file to convert active status of customer accounts without doing it manually? Is it even possible?


Thank you,

Nita

Comments

  • Data RecData Rec Reckon Staff Posts: 772 ✭✭✭

    The column named HIDDEN indicates the visibility status of a list record.

    ACTIVE = N

    INACTIVE = Y


    Once you have the Customer List IIF exported, open it in Excel.

    Locate the column in the row that begins with "!CUST" that is called "HIDDEN"

    For any record (customer name) that you want to be inactive, set the value to "Y"

    Regards,

    Reckon Data Recovery Team

    You can request assistance via the case request web form below.

    https://www.reckon.com/au/data-services-request/

  • DianitaDianita Member Posts: 26
    edited January 14

    Hello Team,

    Great, thank you.

    May I please confirm this one example that is quite peculiar (as it contradicts this theory)?

    This customer below is shown as Y on the file in the HIDDEN column, meaning Inactive per your response

    However in Reckon itself, it is very much active

    What does this mean?

    Thanks,

    Nita

  • Acctd4Acctd4 Accredited Partner Posts: 896 ✭✭✭

    Filter your Customer List to show “All Customers” as you may have another (old) record for the same customer that you’re no longer using.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • DianitaDianita Member Posts: 26

    Hello Shaz,

    Thank you, yes this was filtered with 'all customers'. This was the only customer that shows to be inactive in the file but still active in Reckon.


    Anyway @Data Recovery Team, I tested a few random customers to make inactive in the upload IIF file test in the Reckon test backup file and amending from N to Y in the HIDDEN column definitely worked. Thank you again for your help.


    Regards,

    Nita

  • Data RecData Rec Reckon Staff Posts: 772 ✭✭✭

    Hi Dianita,

    Glad we could be of assistance.

    Regards,

    Reckon Data Recovery Team

    You can request assistance via the case request web form below.

    https://www.reckon.com/au/data-services-request/

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