Importing bank statements into Accounts Hosted

Heather Rogers
Heather Rogers Member Posts: 7 Reckoner Reckoner
edited October 2024 in Accounts Hosted
How do I find my QIF file when I can only browse Q and B drive. I  it saved in downloads on my computer. I have Window 10, is there an app I should have?

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner
    edited August 2019
    You need to upload it to the Q drive
  • Rav
    Rav Administrator, Reckon Staff Posts: 14,209 Reckon Community Manager Community Manager
    edited February 2017
    Hi Heather,

    Welcome to the Community

    You can use the Hosted Toolbar to upload the file, check out our video below for more info -


    https://www.youtube.com/watch?v=R1K93TrteAA

  • Heather Rogers
    Heather Rogers Member Posts: 7 Reckoner Reckoner
    edited April 2018
    Got it now! Thank you for that.
  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner
    edited August 2019
    Happy to help
  • Jay Garland
    Jay Garland Member Posts: 111 Novice Member Novice Member
    edited November 2017
    The Q drive is the hosted drive where you database is kept; the B drive is the hosted backup drive. Once a month I download one of B:\ backups to my computer to build in redundancy and make sure I always have a copy of my backup.
  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner
    edited August 2019
    Jay I would like to encourage you to do this far more frequently. Reckon dont do backups.
  • Jay Garland
    Jay Garland Member Posts: 111 Novice Member Novice Member
    edited November 2017
    I manually back-up to B:\ drive around once a week. I download the most recent backup to my computer once a month.
  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner
    edited August 2019
    I would back up every day you use the file. Its what I do. You dont want to lose a week of data
  • Jay Garland
    Jay Garland Member Posts: 111 Novice Member Novice Member
    edited November 2017
    True. I'll change the settings to remind me more often!
  • Shirley Ingle
    Shirley Ingle Accredited Partner Posts: 97 Accredited Partner Accredited Partner
    edited December 2016

    Hi Jay and All Community  Definitely backup every day. It only takes a small amount of time to backup, download and save to usb or external hard drive.  The back up on B drive is still sitting on Reckons server not yours. It causes much trauma, sleepless nights etc etc if you were to lose data.

    Set a rule, always backup before closing down.  Shirley


  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner
    edited August 2019
    Thanks Shirley thats exactly it
  • Heather_7177864
    Heather_7177864 Member Posts: 1 Novice Member Novice Member
    edited September 2016
    Can you confirm that if I want to import bank statements, at the bank I should click on Reckon One - I actually use Reckon Hosted
  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner
    edited August 2019
    Heather you can import qif files to Hosted AND Reckon One
  • Katherine Smith
    Katherine Smith Member Posts: 2 Novice Member Novice Member
    edited February 2017
    that is the missing link for me - how to upload a .qif file to the Q drive? 
  • Rav
    Rav Administrator, Reckon Staff Posts: 14,209 Reckon Community Manager Community Manager
    edited February 2017
    Hi Katherine,

    The video in my post below will step you through using the Hosted toolbar to upload a file to the Q drive.

    Cheers
    Rav
  • Katherine Smith
    Katherine Smith Member Posts: 2 Novice Member Novice Member
    edited March 2017
    thanks. 
This discussion has been closed.

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