Transfer Estimates and Sales Orders in Accounts Premier

Sue Graham
Sue Graham Member Posts: 1 Novice Member Novice Member
in Reckon Accounts (Desktop)

We have just sold our business and will be setting up a new company file for the new owners with the existing customer, supplier, stock lists etc. The active Sales Orders and Estimates will need to be transferred too. There are lots of them and they are complex. The idea of having to reenter them manually in the new file is harrowing. Does anyone know of a 3rd party transfer tool available that can achieve this?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,843 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi Sue

    @PhuongDo may be able to assist with something for 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

    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!)
  • Graham Boast
    Graham Boast Accredited Partner Posts: 331 Accredited Partner Accredited Partner

    Hi Sue

    Zed Axis can do this. It refers to QuickBooks Desktop but it works with Reckon as well.

    Import transactions into QuickBooks from Excel | Zed Axis (zed-systems.com)

    You can download a trial version to test the import.

    Graham Boast | 0409 317366 | graham@reckonhelp.com.au

Categories