importing categories from reckon accounts to premier


I am thinking of upgrading from Reckon account to reckon accounts premier. Can I transfer my categories and transactions?
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Hi Robyn
The Reckon Accounts "Business" product range contains a number of different versions:
- Accounting
- Plus
- Premier
- 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
(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!)
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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?
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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
(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!)
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This is the header. Hope we can transfer.
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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
(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!)
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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. 0418907140
Reckon Store Next Door
"Always at your Service"
Email: gwinter0808@gmail.com
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