importing categories from reckon accounts to premier

RobynX

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

Acctd4

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 😊

RobynX

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

@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 ?)

RobynX

This is the header. Hope we can transfer.

Acctd4

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 ?

GerryWinter

It is not a simple upgrade, please call me and i will see what can be done.