Journal Import

bennymangan

Hi,

Is it possible to import Journals from Excel to Reckon One?

Thanks and regards,

Benny

Rav

Reckon One supports importing of Chart of Accounts only at this stage.

There's more info on this here -

https://help.reckon.com/article/zeeit29spf-import-chart-of-accounts

bennymangan

Is it possible to import coded bank statements in Reckon? Like I just code in excel and import ?

Rav

@bennymangan

I'll include some info below on how manually importing bank statements from your financial institution into Reckon One works -

HELP GUIDE - Imported bank transactions in Reckon One

https://help.reckon.com/article/5nca3tzn1d-bank-transactions

IMPORT BANK STATEMENTS INTO RECKON ONE VIA QIF FORMAT

https://youtu.be/pW1qAgaYzqQ

IMPORT BANK STATEMENTS INTO RECKON ONE VIA CSV FORMAT

https://youtu.be/SSrYkZ2Szzg