importing categories from reckon accounts to premier

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I am thinking of upgrading from Reckon account to reckon accounts premier. Can I transfer my categories and transactions?

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,497 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 2022
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    Hi Robyn

    The Reckon Accounts "Business" product range contains a number of different versions:

    1. Accounting
    2. Plus
    3. Premier
    4. Enterprise


    These are all the same program, starting with the basic features ("Accounting") through to the top version ("Enterprise) which includes ALL features available, including multi company/reporting etc. Therefore, no transferring is required when upgrading between these particular products - You simply install the program & open your file in the new version at which point the program will "update" your file accordingly. Your data will be exactly as it was previously.

    Which Reckon Accounts program/version (including the year) are you currently using ? Reckon has a fantastic half-price offer running at the moment for users wanting to upgrade from a non-current version! Feel free to email me directly if you'd like further info on this 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • RobynX
    RobynX Member Posts: 4
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    Thanks but it is Reckon Accounts 2021 I have and a QDF file. Whereas the Reckon Accounts Business are QBW. So must need to export and import or change file?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,497 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    @RobynX What does it say along the top? :

    QDF is the working file format for the Reckon Personal range not Reckon Accounts (which is the business range) so I think you are asking about transferring from Personal to the Business ones, yes ?

    I don't work with the Personal range a lot but I believe it isn't possible to import/transfer between the 2 because they are different file formats. (@Rav can you please confirm/advise ?)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • RobynX
    RobynX Member Posts: 4
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    This is the header. Hope we can transfer.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,497 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 2022
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    Hmm ... if it's Home & Business, possibly 🤔 though I believe it still falls under the "personal" range - @Rav Can H&B upgrade direct to RA ?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,275 Personal Range Expert Personal Range Expert
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    It is not a simple upgrade, please call me and i will see what can be done.

    Gerry id 6376

    Gerhard Winter

    Ph. +61 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com