Import sales order into Reckon

RolandShillam

Is there any way to upload an existing sales order file (.csv/.iif/etc) into Reckon Accounts Hosted?

Lucas

Hi @RolandShillam,

I don't believe that is possible due to the Sales order having the same identifier as others in the company file. You would need to modify the file and change the sales order number.

Could you please let me know why you want to upload a pre-existing sales order into your company file, could I please have further clarification on what you are trying to do exactly?

Thank you and speak soon.

Lucas

RolandShillam

https://community.reckon.com/discussion/comment/20649368#Comment_20649368

Hi @Lucas,

Our orders are generated and handled on our own website. Ideally, we want to export orders from our website and import them into Reckon for invoicing.

Is there any kind of API/Extension support that would make this possible on Reckon's end of things?

Rav

@cosmic @PhuongDo

Just tagging you both in case you may have an integration option that could help @RolandShillam that you could share?

cosmic

YES, it can be done , but then as Lucas said you will change the SO # of each then bulk post it .

CHECK my Videos on bulk bills export same concept

PhuongDo

https://community.reckon.com/discussion/comment/20649369#Comment_20649369

Hi @RolandShillam, I have a cloud-based solution that helps import orders from storefronts into Reckon Hosted. You might not need to do any manual job (ie, export data out of your site). It can be fully automated. Please let me know if you are interested to learn more about it.

Thanks,