how to delete multiple customers from reckon accounts premier 2016

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  • Updated 1 year ago
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I have reached the database limit of customers and suppliers on Reckon Accounts Premier 2016.  I have many customers (imported from previous file) in the customer list who do not have any transactions and I delete then one by one - it is very slow and tedious.  

Is there a way to highlight customers who have no transactions recorded, and then to Delete them in Bulk, or perhaps rename them to sort into order to Delete them?

Warren
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Warren Townsend

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Posted 1 year ago

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Kevin Russell, Accredited Partner

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You cannot delete customers / suppliers / items in bulk. You can only merge / delete then one at a time. Have you considered Hosted? The limits are higher
YES , Kevin is right. What number of databases you have over 1000 etc,
We can do it as a app but its for a service fees, or if you need need manually done and say in 2 in 3 days time we can provide a low budget price to do that.
chandra@cosmicinnovations.com
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Warren Townsend

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Thanks for these replies - unfortunately it is what I feared...

Hosted is not really an option - not until we get onto the NBN  and a guaranteed of a good connection.

Is there any way of exporting the Customer list - doing the edit (customer delete) externally, then re-importing to Reckon Books?

Warren
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Kevin Russell, Accredited Partner

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No there is no hope. Kevin V Russell t:0407744914
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Warren Townsend

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I'm doomed to a slow - one at a time CTL+Del....  over and over.

Thanks for your assistance anyway.

Warren
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Gillian, Accredited Partner

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Hi Warren,


you can flag the customers by setting up a type - delete, Export the cust list in excel, add delete to all those cust, delete all other cust from excel, then re-import cust list - BACK up before re-importing.

 then in the cust centre - go to view and customise columns to include the type in the list. Then sort list alphabetically. The start on first cust - ctrl D on keyboard, click enter, - this should take you to next cust, ctrl D, enter. if you use left hand for ctrl D and right to click enter it is the fastest - also you can keep ctlr down and just lift on and off the D. Give that a go!

Sounds like a lot to do but this is all very quick!!

Have fun,

Gillian