Exporting Supplier Information and Transactional data from one Company File to new Company File

  • 1
  • Question
  • Updated 4 years ago
  • Answered
I've been using one company file for 3 businesses that shared financial records. I am planning to sell one of the businesses and so I would like to create a new company file, and export the related supplier details, transactions and items from the old file into the new file.
I am running ReckonAccounts Accounting: Small Business Edition 2013 so don't have the option to import a .csv.

Can someone please explain to me how I would be able to get the data from one file to the other?

Thank you! 
Photo of Amelia Todd

Amelia Todd

  • 364 Points 250 badge 2x thumb

Posted 4 years ago

  • 1
Photo of Sandra Lothian

Sandra Lothian

  • 284 Points 250 badge 2x thumb
Hi Amelia

Files / Lists / Import or Export files to IIF files.  You can use this for all your lists but I am unaware of a way to transfer transactions.  I don't believe this is possible and you probably shouldn't be doing it anyway if you are starting a new company file.  I think it would be best to only bring over your GL balances and historical entries for AP and AR.