How to create a test company with only 1 month's transactions in it?

RM
RM Member Posts: 8 Reckoner Reckoner
edited March 2022 in Accounts Hosted

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

  • Kris_Williams
    Kris_Williams Member Posts: 3,628 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    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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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @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 ??

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * 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!)
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  • cosmic
    cosmic Reckon Developer Partner Posts: 1,117 Reckon Legend Reckon Legend

    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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  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager
    edited March 2022

    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 -

    https://help.reckon.com/article/x0fto88xs7-kba-4998-reckon-accounts-hosted-sample-file


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  • cosmic
    cosmic Reckon Developer Partner Posts: 1,117 Reckon Legend Reckon Legend

    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

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager
    https://community.reckon.com/discussion/comment/20627711#Comment_20627711

    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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  • Sue Jones
    Sue Jones Member Posts: 67 Reckoner Reckoner

    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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  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager

    I think this thread has derailed far enough and will now be closed.

    @RM hopefully there's been enough in here to give you some ideas on how to tackle what you need but if not, please create a new separate thread.

This discussion has been closed.

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