Import Excell Data into Invoices

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1371783
1371783 Member Posts: 2

Good afternoon, I have to run a spreadsheet for a customer to obtain data for our invoicing. This spreadsheet contains all the information that is needed on the Invoices . What i want to know is there a way that i can import the data from the excell spreadsheet cells directly into my invoice in Reckon Hosted so that i am not having to double entry all this data. I have had a look on the discussions but can't see anything to answer this. Sorry if i missed it.

Answers

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,105 ✭✭✭
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    Yes , there are few options , you could try iif import tool can be challenging , or use 3rd party tool to import excel data into RAH

    Cosmic that is us can do this for you or you may try Phuongs tool Beanwiz

    or call me on 04070 68942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • 1371783
    1371783 Member Posts: 2
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    Thanks Cosmic for your answer.

  • DSAV
    DSAV Member Posts: 2
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    I used Beanwiz today, and it is fabulous! Just a little adapting for the mapping of our invoice details, then import then voila - an invoice is perfectly uploaded to Reckon. Thanks Phoung!