reckon accounts premier file getting too big - help

Tilley
Tilley Member Posts: 88 Reckoner Reckoner

Hi

for many years I have had this problem and still the only solution seems to be to export what info is current into a few company file, bringing in exported items, items and account balances etc. This is no mean task and every year I have put it off hoping that Reckon will come up with a program that archives a previous period or lets you delete inactive items, inactive customers, inactive accounts etc, instead of just making them inactive which does nothing to reduce the file size.

Before I get the fabulous feedback I've had in the past I do know all the hacks like making a portable comp file etc and importing it back in and I do the regular maintenance to clean up the company files, this takes for ever and does not change the company file significantly. But happy to hear from anyone who has had significant success.

Has anyone come up with another solution other than starting company again with export etc as it seems to me this problem will occur again as the company grows?

If I do start the company files again from a new tax year will I be able to run both the new file and the old file at the same time on the same computer? Guessing not?

what lists can I safely export /import into the new company , can i export the memorised transations? we use pricing lists for items - I understand I cannot import these or if I do they wont be linked to my customers?

Reckon should be providing support ( even at a cost ) for fix this issue, instead of referring me to a accredited partner.

If I swap to MYOB I will get help , madness

Any help would be appreciated.

😕

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Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,534 Accredited Partner Accredited Partner
    https://community.reckon.com/discussion/8028215/reckon-accounts-premier-file-getting-too-big-help

    reckon accounts premier file getting too big - help

    Try going to Enterprise, if that doesnt help good luck with your move.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Tilley
    Tilley Member Posts: 88 Reckoner Reckoner

    Hi Gerry, thanks for feedback, can I just upgrade easily to enterprise? I will ask Reckon.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,534 Accredited Partner Accredited Partner

    Yes but it will cost extra, call me tomorrow and I will see what I can do

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Datarec
    Datarec Reckon Staff Posts: 1,357 Reckon Staff Reckon Staff

    Hi Tilley,


    We offer a file size reduction through the removal of transactions.

    Review the information in the following article to understand what we may be able to do and whether it is suitable for you.

    https://community.reckon.com/discussion/7945481/data-recovery-how-to-reduce-data-file-sizes-larger-than-500mb-for-reckon-accounts-business-range

    DATA RECOVERY: How to reduce data file sizes larger than 500MB for Reckon Accounts Business range (


    You can request a data service by clicking the link below and we will provide you with additional instructions.

  • Tilley
    Tilley Member Posts: 88 Reckoner Reckoner

    Hi Gerry,

    thanks for your offer to help but after talking with Reckon , they have advised me that going to enterprise is not the solution. They have offered some help but I think Reckon should have more support in this area. I guess its restart the company file. Reckon file and will do this so I am ready to go from 1/7 this year.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,534 Accredited Partner Accredited Partner

    Good move and if i can be of any help just call me. I like Data Rec's thoughts

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Datarec
    Datarec Reckon Staff Posts: 1,357 Reckon Staff Reckon Staff

    Hi Tilley,


    One alternative to the export/import process for the creation of a 'new' file would be to use the built-in "Clean Up Company Data" function where you can set it to REMOVE all transactions.

    Click on the File menu

    Then Utilities

    Then Clean Up Company Data

    image.png


    This would result in a file that only contains all of the existing lists, price levels and should also retain the Memorised Transactions.

  • Kris_Williams
    Kris_Williams Member Posts: 4,197 Reckon Hall of Famer Reckon Hall of Famer

    Didn’t know that, thanks handy hint

  • Tilley
    Tilley Member Posts: 88 Reckoner Reckoner

    Hmm, data recovery team this comments that this wont reduce the size of your company file, am I missing something here???

  • Datarec
    Datarec Reckon Staff Posts: 1,357 Reckon Staff Reckon Staff

    The "Remove ALL transactions" option will reduce the file size.

    1) Perform Clean Up Company Data

    2) Open the resulting file and it will be smaller


    You can also try the following after the Clean Up Company data has finished.

    1) Create a portable file

    2) Restore the portable file

    The resulting file will be significantly smaller.

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