how to delete multiple customers from reckon accounts premier 2016
Warren Townsend
Member Posts: 9 ✭
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
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
0
Comments
-
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
Cosmic Accounting Group
Accountants and Tax Agents 22397009
0 -
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
0 -
I'm doomed to a slow - one at a time CTL+Del.... over and over.
Thanks for your assistance anyway.
Warren0 -
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
0
Categories
- All Categories
- 6.8K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 73 About Reckon Community