Is there a way to export a customer list, transaction rules, etc?

WalterP

Is there a way to export a customer list, transaction rules from one book in Reckon One to another book. I've got two companies with the same customers/suppliers and transaction types and want to save setting them up again. We got Chart of Accounts moved over but see no way to do the same with other lists.

Datarec

Current functionality is not yet present on the Reckon One platform.

Consider submitting a new feature request and voting on the existing ones related to import/export for Reckon One.

https://ideas.reckon.com/ideas/RKN1-I-302

The more other users vote for that feature request, the greater the likelihood of it being prioritized.

https://ideas.reckon.com/?utm_source=community&utm_medium=ideas&utm_campaign=community%20feature

Ankit

Hii Walter,

Unfortunately, Reckon One doesn't provide a direct way to export and import customer lists, suppliers, or transaction rules between books. While the Chart of Accounts can be transferred, other lists must be manually set up in the new book.

You can export customer and supplier data as CSV files from the current book and manually import them into the new one. However, transaction rules will need to be recreated manually.

For further assistance, it may be helpful to contact Reckon Support.

Best regards,

Ankit Mehta

MMC Convert