Bill Schofield

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Bill Quinn-Schofield
Bill Quinn-Schofield Member Posts: 1 ✭
edited May 2020 in Reckon Accounts (Desktop)
Hi Everyone. we have an existing 2016 Acoounts Plus program and have just installed a new 2019 version. Can anyone please tell me how to transfer across my company file information from the 2016 version to the new 2019 version. i want to keep the 2016 version there at the moment in case any goes wrong in getting the iinfo loaded on the new one. can anyone please help me as very confusing.

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  • Kris_Williams
    Kris_Williams Member Posts: 3,304 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
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    Many ways, all correct, but I would do a backup of the 2016 file, restore it into 2019 version and change the name of the new file when restoring and possibly put in a different folder so they stay separate
  • Kris_Williams
    Kris_Williams Member Posts: 3,304 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 2019
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    Why? I have my files in different directories unless it’s Hosted, is this one a desktop or online version?
  • Kris_Williams
    Kris_Williams Member Posts: 3,304 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
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    I have a lot of clients files that they send me to check things out or answer questions, so instead of getting them mixed up with the files I keep permanently and use all the time I separate them. Also many of them are using different versions so I need to keep the files that only open in a particular version in that directory so I remember what version to open them in.
  • Kris_Williams
    Kris_Williams Member Posts: 3,304 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
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    It works ok, often I’m only looking at a file briefly to explain how to format an invoice or something simple. I’ve never had a problem. I too have been using QB for over 20 years and was an accredited trainer for many years, now at 70 trying to retire but my clients won’t let me. Still using V7 for a couple of clients, up to Enterprise 2019 and Hosted. Reckon One has been a whole new thing, having to setup many files for those people using old versions. I will be glad when mid August comes!

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