Copying customer/supplier/chart of accounts lists

Hi - I will soon have to transfer lists, with no history or figures to a new company on a new computer. If I click on the below lists to iif files, will it give me the option to choose which lists I want? I didn't want to click on it if it is going to take ages building something. Also, will it give me the option to save to a usb?

Sorry, I couldn't find anything in the search that was recent. 😃

Accepted answers

Tanvi_kataria

Morning @54668

Yes, it will provide you with an option to select the list of IIF files to import. Please check this out - HOW TO: Simple steps for Exporting and Importing Lists (IIF) from Reckon Accounts Desktop and Hosted — Reckon Community

I hope this helps. Please feel free to let us know if any concerns. Thank you!

Regards

Tanvi

All comments

Tanvi_kataria

Morning @54668

I hope this helps. Please feel free to let us know if any concerns. Thank you!

Regards

Tanvi

54668

Thank you Tanvi. Perfect. I will be exporting to a new computer, so I assume I can transfer from the desktop location to a usb?

Sorry for my limited knowledge of I.T. haha

Tanvi_kataria

No worries @54668

Just a heads-up: if you're switching computers but using the same company file, you'll need to install Reckon Accounts Desktop on the new device. Copy your company files to a USB, then paste them onto the new computer. Make sure to save the files locally before opening them with the software to avoid errors.

If you're creating a new company file with the same Chart of Accounts or lists from the old data file, you can import/export IIF files. I hope this helps! Feel free to reach out with any questions. Thank you!"

Regards

Tanvi

54668

Thank you. It's a whole new company - we have been bought. I am assuming they will use Reckon (I hope) So it's just lists they will need, with no history. They will need to buy a new licence, etc and install on their new computer, then the fun begins.

54668

Hi - another question on this - will only active customers/employees/etc be imported? I don't want ALL to go to the new owners.

54668

Sorry, I will also need to import prices for the item list

Datarec

Hi @54668

The exported Lists file will include every record from that list, such as the Accounts, Items, Customers, Suppliers, and so on.

You will need to open the export list IIF file in Excel and manually sort by and delete any records that are marked as inactive.

There is a column called HIDDEN that shows if a record is inactive, with a "Y" indicating it is hidden.

Export each list separately to an IIF export file.

Open the IIF list in Excel and sort by the column called HIDDEN