Upload Files

agofarm
agofarm Member Posts: 78 Reckoner Reckoner
in Accounts Hosted

I am having problems with the new platform on uploading files.

eg. Paying accounts, then uploading to Q file thats fine. Finding in Q file then trying to upload the transaction so I can send to Bank, is not working. Not sure what I am doing wrong, seem to be fine for a few weeks but am now unable to upload the files.

Any suggestions?

Answers

  • Jason_Z
    Jason_Z Reckon Staff Posts: 311 Reckon Staff Reckon Staff

    Hi @agofarm,

    Thanks for your message.

    Just to clarify, are you trying to create and download an .aba file in Reckon Accounts Hosted? It sounds like you're able to generate and save the file to the Q drive but I'm a bit unsure about what you are attempting to upload.

    Look forward to hear from you.

    Jason.png
  • Jason_Z
    Jason_Z Reckon Staff Posts: 311 Reckon Staff Reckon Staff

    Hi @agofarm,

    Just wanted to follow up as I haven’t heard back from you.

    If you still need assistance, feel free to let me know!

    Jason.png
  • agofarm
    agofarm Member Posts: 78 Reckoner Reckoner

    Hi Yes I am trying to download an .aba file . Am saving to Q file.

    I am trying to upload the Wages file, from the Reckon Accounts, to the bank for payment.

    Please advise which it the correct way to do this, as I have resorted to doing it manually, which is time consuming with 28 employees

    thanks

    Teresa

  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    after saving the aba file go to Files, Q drive, type aba in search window. If there are a lot of aba files click on Date Modified twice and it will show the recent file at the top. Click the box on the left and then go to Actions Download, and it will download to your download folder on the computer

  • Jason_Z
    Jason_Z Reckon Staff Posts: 311 Reckon Staff Reckon Staff

    Thanks Kris,

    Please give the steps @Kris_Williams has provided a go.

    I was just worried as you mentioned that things seemed fine for a few weeks but you're now unable to upload files again. I wasn’t sure if there might be something else causing the issue.

    If the usual file download process isn’t working as expected, just let me know the details and I’ll look into it for you.

    Cheers,
    Jason

    Jason.png
  • agofarm
    agofarm Member Posts: 78 Reckoner Reckoner

    Thanks Kris

    The problem is that when I go to Actions - I only have the "Rename" available, the Delete and Download are not highlighted.

    Just found if I double click on the file it seems to download to the file.

    thanks Teresa

  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    Are you in the new My Files window and have you ticked a file - not a folder

  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    Glad you got it sorted Teresa.

  • Eric Murphy
    Eric Murphy Member Posts: 574 Reckon Hall of Famer Reckon Hall of Famer

    There's a good video of using the new toolbar to download files

    https://community.reckon.com/discussion/8100495/downloading-uploading-files-in-reckon-accounts-hosted

    I have this bookmarked

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