DATA RECOVERY: Problems Importing QIF into Reckon Accounts (NAB / National Australia Bank)
If you are encountering a problem with importing of a QIF file coming from NAB, we have been informed by another client who is similarly affected that they have been able to successfully import their NAB QIF file by following the steps below:
1) Go to the Reckon Accounts Chart of Accounts List and select the affected account.
Press the Account button and select "Edit Account".
2) Go to the Online Bank Details tab
if you are still encountering the importing of QIF issue from NAB, we have been informed by another client who is similarly affected that they have been able to successfully import their NAB QIF by following the steps below:
1) Editing the Bank Account details in the Reckon Accounts Chart of Accounts List
2) Go to the Online Bank Details tab
3) Change the Financial Institution name from "National Australia Bank" to another bank name
4) Add back in the BSB number and confirm that the Account Number is correct.
5) Click the Save & Close button to save the changes.
6) Attempt the import again
If that does not work for you, check whether there are multiple accounts in the Chart of Accounts List, which have the same BSB and Bank Account Number.
An alternative test is to edit your existing account that has NAB details.
1) Make a backup or copy of your data file
2) Rename the existing bank account
3) Remove the BSB and Account Number and click on the "Online Account Access" checkbox to disable online banking for this account
4) Create a new Bank Account, set it to the original financial institution and set it up to have the correct BSB and Account Number as the original account
5) Attempt to import the QIF file and confirm whether the same crash behaviour occurs.
If the problem persists, submit a data service request so we can investigate further.
Regards,
Omar - Reckon Data Recovery Team
Data Services Tip - Try this first before requesting a data service
Categories
- All Categories
- 6.6K Accounts Hosted
- 15 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 6 📢 Reckon Accounts Desktop - Announcements
- 1.4K Reckon Payroll 🚀
- 32 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 24 Reckon Mate App
- 2.6K Reckon One
- 8 📢 Reckon One - Announcements
- 12 Reckon Invoices App
- 15 Reckon Insights
- 99 Reckon API
- 308 Point of Sale
- 1.9K Personal Plus and Home & Business
- 66 About Reckon Community