How to create a test company with only 1 month's transactions in it?
I want to create a test/play company that does not have all of our transaction history in it. Only say the last month's transactions will suffice for our purposes. How can this be done?
Answers
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You can create a new company file, import various lists, chart of accounts namely from your original file, but you would have to enter the transactions manually
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Can't be done. And thanks for your question.
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@Rav I was about to suggest RH have a look at the Sample Co File but have just noticed the Open Sample Company button has gone from the RAH No Company Open window ! Is the Sample File no longer available for RAH users or is it automatically listed in their Q Drive ??
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Sharon it has never been available. And thanks for your question.
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You know what would be nice? If we could export transactions. Can the developers have a look at this? Please and thank you
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Yes
This can be done , through the use of SDK /API .
We can pull data from certain dates as required.
But , as again , Business expects Reckon to provide this and free .
Chandra
0407068942
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Chandra this shouldn't be a money making opportunity. All the other sme software make it simple to export and import transactions. Your "solution" isn't really helping me. We aren't all Reckon developers who wish to pay for the sdk either. As if it needed to be highlighted.
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Hi all,
As Shaz has mentioned a sample file is probably the best way of getting this done. If you're looking for a Sample File to use in Reckon Accounts Hosted you can download one from the guide linked below -
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Rav you have completely missed the point of the OP who wants to test things on the copy of the live file. I thought it was pretty clear
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Kevin,
I am not Reckon Ltd, Rav has already provided the sample file , they can use this.
Cosmic is already providing lots help to many business and free software too you not aware of it,
Reckon higher management is already aware of what i do .
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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The OP can advise if I have and if so I'll stand corrected. Either way the sample file is a good way to play around with data and test features/functionality without the risk of tinkering with your own live file as you know.
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Chandra there's no such thing as free software. Or a free lunch. If you arent paying for the product you ARE the product. Have a great Friday
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OMG seriously. Enough already.
I thought this forum was about being able to get help with Questions & Issue's within the Reckon community & NOT to continuously get bombared with arguments & carry on's in every topic.
If you have nothing constructive to say on the original question/issue then just stop.
You don't know everything.
I'm sure others would appreciate this as well.
We all have better things to do then receive email after email after email with arguments back & forth.
Oh & I know that you will comment !!! 🤦♀️
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Sue what are you trying to say?
😀
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