Importing Excel or CSV files of transactions into Reckon Accounts Hosted.

Jody Hutton
Jody Hutton Member Posts: 4 Novice Member Novice Member
edited October 2024 in Accounts Hosted
Can someone please tell me if it is possible to import transactions (not lists) into Reckon Accounts Hosted?  If so, how do I go about this most easily.  In today's market this should be possible, shouldn't it?

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,256 Accredited Partner Accredited Partner
    edited August 2019
    Yes you can there are copius notes on the help files
  • Jody Hutton
    Jody Hutton Member Posts: 4 Novice Member Novice Member
    edited June 2017
    On the Reckon Accounts help when you look up import data - excel file it only shows how to import lists of accounts, customers, suppliers and items.  Am I not searching for the right thing? 
  • Zappy
    Zappy Accredited Partner Posts: 5,256 Accredited Partner Accredited Partner
    edited June 2017
    If you look at importing lists it provides you with the format for iif files which you can create in Excel.
  • Shayne McNamara
    Shayne McNamara Member Posts: 31 Reckoner Reckoner
    edited August 2019
    It might be possible to convert these files to .iif format to import into Reckon.  There are commercial conversion tools out there and one you could try is https://www.propersoft.net/csv2iif/ which i think allows you to trial it.  I am sure there are plenty of others around though and whether this or any of them work i have no idea sorry but I do know that Reckon imports usually need to be in .iif format.
  • Zappy
    Zappy Accredited Partner Posts: 5,256 Accredited Partner Accredited Partner
    edited July 2017
    Yes shane that is correct. I have done this myself. There is commercial software out there and it is most usually written for the US version so it wont work in Australia. I trialled one back in 2004 but I couldnt make it work.
  • Sergiy Tytarenko
    Sergiy Tytarenko Member Posts: 1 Novice Member Novice Member
    edited October 2017
    Please try CSV2QIF at https://www.propersoft.net/csv2qif/ it has special QIF target for Reckon. IIF files are for Quickbooks. ProperSoft males converter from 2009.
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