Reckon accounts home and business v31 copying transactions to a different file

Peter Chambers · February 4

Hi ive entered about 40 transactions in the wrong file and would like to copy across rather than reentering, is this possible?
Thanks

GerryWinter · February 4

no problems atno problems at all I'll get in touch a bit later

Peter Chambers · February 4

that would be appreciated thanks

John_8305976 · February 4

@Peter Chambers try this link-

https://help.reckon.com/article/fttfj7ve1c-kba-4316-how-to-copy-or-move-a-transaction-between-accounts-in-quicken

Peter Chambers · February 4

https://community.reckon.com/discussion/comment/20661780#Comment_20661780

this appears to be between accounts not files?

GerryWinter · February 4

If you still need a hand call me on 0418907140

Datarec · February 4

Hi @Peter Chambers,

Below is a link to another Community Post that deals with exporting data out of a file.

Export data — Reckon Community

Peter Chambers · February 5

https://community.reckon.com/discussion/comment/20661792#Comment_20661792

You sir are a life saver!

Peter Chambers · February 5

Thanks mate, the link above worked.

Datarec · February 5

Glad to hear that the suggested community post has been helpful.

GerryWinter · February 5

Peter, can you give me a quick call,

John_8305976 · February 5

So @Peter Chambers ,just to clarify for me and the rest of the 'Community', did you perform an export of your data to a QIF file? And, if so, were you able to export only the transactions you wanted to move to another data file (QDF)? Did you then have to perform an import to the correct data file (QDF)?

If you could lay out the process, step by step, it would be of great benefit to myself and other community members for future reference.

With respect, I fundamentally disagree with Gerry's approach of asking you to call him to solve your problem, as in most cases that he does this with subscribers issues, we, the community, do not get feedback as to how the issue was solved. If, in fact, it was solved.

FYI - @GerryWinter

Cheers

JC

Peter Chambers · February 5

https://community.reckon.com/discussion/comment/20661826#Comment_20661826

hey mate it was as simple as opening the file I wanted the transactions from (I had already duplicated the file and deleted all other transactions I didn’t want to copy.

I then did cntrl+shift+q key then went up to export and QIF was now an option.

So I exported the file (you could chose which accounts and what date range you wanted to copy from)

I then opened the other file I wanted to copy over to and went up to file import - QIF and they imported!

GerryWinter · February 5

I did this on my own file and it also worked for me.

John_8305976 · February 5

Thanks for sharing, @Peter Chambers ! And, thankyou for confirming this same procedure worked for you, @GerryWinter

Cheers

JC

John_8305976 · February 5

I hope I don't sound pedantic, @Peter Chambers (and @GerryWinter) , but cntrl+shift+q, in your response above, should read cntrl+shift+Z.

Again, thankyou!

Reckon accounts home and business v31 copying transactions to a different file

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