downloading data from Reckon into excel spread sheet

Peerless21
Peerless21 Member Posts: 2 Novice Member Novice Member
in Reckon Accounts (Desktop)

Dear Community,

Does the Reckon system allow users to download information into an excel spreadsheet?

we want to export past sales data last 3-5 years by customer and product.

we also wanted to export customer information and supplier information as data dump into excel. ie name, address, contact details, bank details etc

any assistance would be highly appreciated.

regards

Peerless 21

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,209 Reckon Community Manager Community Manager

    Hi @Peerless21

    You can export a fairly large and diverse range of data from Reckon Accounts. The first thing I'd recommend is to check out the in-product help menu for an overview. Just type in 'export' into the search field and it'll outline the various options available.


    image.png


    Reckon.png

    🎉 Get rewarded for contributing to the Reckon Community! Learn how you could get a $100 gift voucher each month HERE.

  • Kris_Williams
    Kris_Williams Member Posts: 3,576 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    With the report on the screen click the export button

  • Peerless21
    Peerless21 Member Posts: 2 Novice Member Novice Member

    Thanks all for the feedback!

Categories