Creating / Cloning / Templating Company File from existing file

Hi All,

We currently use Reckon Accounts 2021 R1 and are looking at upgrading to Reckon Accounts 2023.

The company file currently sits at nearly 3GB which is obviously far from ideal. I want to create a new company file using the existing company file as a template.

I am aware of the function to export customers / products etc. as lists and import them into a new file however I would like to hopefully create a company file using the same method (exporting company name, contact details, ABN etc.)

Any help would be greatly appreciated! Thank you!

Comments

  • Kris_Williams
    Kris_Williams Member Posts: 3,287 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    No you can only export iif lists, only takes 5 minutes to create a new file and then import the iif files

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,395 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Shane

    As per Kris's comment, RA doesn't have the ability to import actual transactions but @PhuongDo can probably assist with that.

    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!)
  • Rav
    Rav Administrator, Reckon Staff Posts: 15,356 Community Manager Community Manager
    edited June 2023

    My buddy @Datarec_ReckonLtd has created an article with some potential steps on reducing the size of a large company file which I'll link below, might be useful -



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  • Alex_10836088
    Alex_10836088 Member Posts: 30 ✭✭

    Hi Shane - as someone with a file approaching 2GB, I've been worried about this becoming a hard limitation for us so happy to see someone with a 3GB file! (we backup daily for the inevitable crashes)

    I'd worked through many of the options to resize including using the data recovery team but unfortunately we had too many variances in account balances after the reduction and had to keep using the large file. Most of our data relates to invoices and employee pays.

    For us, starting a new file seemed to be our only option and at that point, it makes no sense to invest time into setting up the same system that imposes an all or nothing process to data file management. So we're stuck a little longer but good to see we can get to 3GB in meantime.

    If you find a foolproof method to regain control over the filesize bloat, would love to hear about it

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,356 Community Manager Community Manager

    Hi @Alex

    I imagine you've probably already been through a few of these steps but I'll also link a help guide below that contains a number of steps you could look at doing (regularly) that will help you get the best performance out of your file -



    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,052 Reckon Staff

    Hi @Shane,

    Another way to create a 'new' file that retains all information EXCEPT for transactions (bills, checks, invoices, journals, paycheques, etc.) would be to use the built-in Clean Up Company Data function to 'remove all transactions'.

    This would result in a smaller file since all historical transactions are removed, yet retain information such as Memorised Transactions, Memorised Reports and other elements such as Price Levels which would typically not be present if simply making use of the Export/Import of Lists functionality.