How do I convert my csv file to an IIF file for import into Reckon
Alex Jeffries
Member Posts: 20 ✭
I have exported a cheque transaction from Reckon Hosted into a .csv file (which is being opened in excel) with the aim of using this as a template for importing future journals into Reckon to save time on entering them every month.
However, I need to convert the file to .IIF in order for the file to be imported correctly. I understand I'll need to change the layout to include the appropriate headings like !TRNS and !ENDTRNS etc to make it work correctly, however my problem is converting the files.
Does anyone know the best and quickest way to convert the file from .csv to .IIF? I have tried reading other entries on the forum with no luck so far...
Thanks in advance!
However, I need to convert the file to .IIF in order for the file to be imported correctly. I understand I'll need to change the layout to include the appropriate headings like !TRNS and !ENDTRNS etc to make it work correctly, however my problem is converting the files.
Does anyone know the best and quickest way to convert the file from .csv to .IIF? I have tried reading other entries on the forum with no luck so far...
Thanks in advance!
0
Comments
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Hi Alex,
See the following posts in the Community that may be relevant to your situation.
https://community.reckon.com.au/reckon/topics/creating_iif_files_to_talk_with_reckon_accounts
https://community.reckon.com.au/reckon/topics/how_to_import_tax_codes_when_importing_invoices_or_sal...
For other users not as confident with creating their own import text files, they can consider using some 3rd party utilities that may be better suited to their needs and technical proficiency.
Zed Systems - Axis Importer
Baystate Consulting - QuickBooks Transaction Pro Importer
-IM
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