Export only Active customers and Suppliers to IIF

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megan_10040714
megan_10040714 Member Posts: 93 ✭✭

Hi Everyone


I am creating a new Reckon company file from an old Reckon file. Need to import only active customers and suppliers.

Is there a way only to import active customers? If I go File>>Utilities>>Export>>>>IIf Files. all customers are exported active and inactive.


Thanks

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,580 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Unfortunately not - it will pull through all.

    The only workaround is to then delete them out of your new company file (Not sure how many you have but you can shoot through the list quite quickly by using the down arrow ⬇️ & hitting Ctrl + Delete as there won't be any data under any of them 😬)

    Failing that, there may be a 3rd party provider who has/can write a tool that could do this @PhuongDo or @cosmic ?

    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!)
  • megan_10040714
    megan_10040714 Member Posts: 93 ✭✭
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    Thank you @Acctd4


    We have processed transactions against thr customers, so we are unable to delete in original file. Will delete after them are imported to the new file. Think deleted customers stay in Reckon. Might try deleting from the iif before import.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,580 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    The process only imports the List database (not actual transactions) so when you import the list into your new file, there won’t be any transactions under any of the names 😬

    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!)
  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,139 Reckon Staff
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    Hi @megan

    Open the exported IIF in Excel.

    When opening the file, have Excel set all data to be interpreted as TEXT.

    Locate the column ISHIDDEN which represents whether the specific name is

    ACTIVE = N,

    INACTIVE = Y

    You can sort the rows by that column.

    You can remove the ones that are inactive.

    Then save the resulting file as a Plain Text Tab-Delimited file format with the file extension ".IIF" which you can then import into your new data file.

  • megan_10040714
    megan_10040714 Member Posts: 93 ✭✭
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    @Datarec_ReckonLtd


    Thank you, yes, I can see that field on the IIF.


    Appreciate your help.


    Megan