Import QIF

Daron
Daron Member Posts: 7 Novice Member Novice Member

Hello , need some direction please..

I initially downloaded and then imported QIF file into 2022 personal plus, it all worked well it created the downloaded transaction list and populated the transactions into the account I was working on, so I could the code record and accept, and then mark as done at the end.

When I did the same thing the second time, it imported the transactions but did not actually add them into the account so I cannot actually code and record. I though there was an error so i reimported, the transactions still did not get added into the account, but now I have duplicate transactions in the download list, but still unable to actually record any transactions as they are not in the account only in the download list.

What to do , why did the second import not add the transactions into the account , and can i clear the download?

Please help, hopefully i have explained my issue Ok?

Regards

Daron

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,577 Accredited Partner Accredited Partner

    Please send me your Reckon customer ID and Pin and your contact details and i will give you a call.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Daron
    Daron Member Posts: 7 Novice Member Novice Member

    Hello Gerry

    OK emailed you

    Problem actually worse as the imported data is not the same as the original data it came from, ie it has changes the payee associated coding :(


    Regards

    Daron

  • Daron
    Daron Member Posts: 7 Novice Member Novice Member

    Hello Gerry

    Issues Resolved, understand the problem now, thankyou

    Regards

    Daron