Exporting book data

smithrj
smithrj Member Posts: 11 Reckoner Reckoner
in Reckon One

Hi, I presently use Reckon One as a shared book, and would soon like to take over the book for use only use myself. Can I continue to use the current book and remove the other party, or will I need to create a new book? If so, I will need access to all the data & transactions, so can all this data be migrated to a new book if necessary?

Thanks.

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Best Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,170 Reckon Community Manager Community Manager
    Answer ✓

    Ok thanks, in that case the current owner of the book can transfer ownership of it to you by following the steps outlined in this guide - Transferring ownership of a Reckon One book

    Once the transfer has been completed, you will be the sole owner of the book and subscription. All of the data within the book will remain as is.

  • smithrj
    smithrj Member Posts: 11 Reckoner Reckoner
    Answer ✓

    Hi Rav, thanks for this information.

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,170 Reckon Community Manager Community Manager

    Hi @smithrj

    Are you the owner of the book and sharing it with the other user OR are you the shared user?

    There are potential options for either situation but just want to clarify that first.

  • smithrj
    smithrj Member Posts: 11 Reckoner Reckoner

    Hi Rav, I assume I am the shared user, as I am a franchisee of a business.

  • Ankit
    Ankit Member Posts: 12 MMC Convert Staff Member MMC Convert Staff Member

    Hii Smithrj,

    Yes, you can continue using your current Reckon One book and remove the other party, provided you have the necessary admin access. To do this, you can simply revoke their access from the book.

    If you want to take full ownership of the book and migrate data to a new book, you can create a new book and transfer the data manually. While Reckon One allows the export of certain data like the Chart of Accounts, customers, and suppliers, there is no direct option to export all transactions. However, you can manually input or import other necessary data into the new book, including customer and supplier lists.

    For a complete data migration, including transactions, MMC Convert can assist you in migrating the necessary data to your new Reckon One book, ensuring a smooth transition.

    Best regards,

    Ankit Mehta

    MMC Convert

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