How do I move employee details (super, leave, notes, rates, tfn etc) from an old company to a new on
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Susan_8361357
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Hi Susan
Whilst it's unfortunately not possible to transfer transactions, you can export your Lists - including the Employee List - from your old company file & import them into your new one:
- Click on File (along top toolbar) > Utilities > Export > Lists to IIF Files
- Tick the checkboxes for the Lists you want to Export (As well as "Employee List", tick "Payroll Items" too)
- Save the file to your Desktop so you can locate it easily (You can rename it by overtyping the default, but DON'T type beyond/remove the .iif extension! RA needs this to "read" the file)
- In your new company file ..... Click on File (along top toolbar) > Utilities > Import > IIF Files
- Select your exported IIF file & click "Open"
Your exported names should now be in the applicable List
Hope that helps.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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