Import open invoice list

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JonMak
JonMak Member Posts: 2 Novice Member Novice Member

I'm starting a new company file. I've exported customers, suppliers, currency list etc as .iif files and am across how to import them into the new file. However, I have a list (*.csv file) of all open invoices which I wish to import. I dont need the details of the transactions — just customer names, dates, invoice nos, amounts, etc. Can any one give me the steps to do this?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,039 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi @JonMak

    Unfortunately, within the program itself. only Lists can be exported/imported. It is possible to achieve what you need but it requires a independent (paid) 3rd party solution. @cosmic may be able to assist with this is your preference, which may be more viable if the volume is significant. Alternatively, most people just enter either the open balances - or the open Bills/Invoices themselves to create them - into their new file 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * 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!)
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,067 Reckon Hall of Famer Reckon Hall of Famer

    Hi JonMak

    You can call me on this number 0407068942

    We can import your Receivables and A/C Payables with each individual Invoices and aged accordingly

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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