HOW TO: Simple steps for Exporting and Importing Lists (IIF) from Reckon Accounts Desktop and Hosted

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  • Updated 5 months ago

Once you are logged in and opened the source company data file you can Export your Lists.

Click on File menu
Click on Utilities
Click on Export
Click on Lists to IIF Files



Choose the specific list types you require

Example:  


Then click the OK button to begin the export process.

It will export to a known location on your local hard drive as a plain-text tab-delimited file in the IIF format (Intuit Interchange Format)



Once you are logged in and opened the new/destination company data file you can Import your Lists.

Click on File menu
Click on Utilities
Click on Import
Click on IIF Files






Regards,

Data Recovery Team
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Data Rec, Employee

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Posted 11 months ago

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Linda Putland, Accredited Partner

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These are great posts you guys are putting up!  Rav, is there a way we can flag/mark these types of posts so we can easily find them again?  thank you!  (I would like to be able to direct my clients to them!)...
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Data Rec, Employee

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Hi Linda,

You can also click on a user profile and filter it to show only those authored by that particular user.

Example:
https://community.reckon.com/reckon/people/data_rec?profile-topic-list[settings][action_filter]=authored

Regards,

Data Recovery Team
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Linda Putland, Accredited Partner

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Thank you! another day not wasted! ;)
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Krischan

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Hi guys, I have a question. I'm trying to export the item list so that I can change the pricing and then re-import with new pricing. The above outlines to export as an IFF file. However, our computer does not seem to be able to open this. Can the file be exported and imported in Excel format for this purpose? If so is there anything to be aware of? I don't want to import and overwrite the existing data and have the entered data lost.
Thanks in advance for any assistance.  
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Data Rec, Employee

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Hi Krischan,

The IIF file is a plain-text tab delimited file.
You can open it in Excel.

We recommend that you:

1) Make a backup of your data file
2) Export the Item List
3) Open the Item List in Excel (set all columns to be of type Text or General)
4) Modify the information as needed
5) Save the modified file as a plain-text tab delimited file
6) Import into your data file (QBW)
7) Check that all the changes are reflected correctly

If any problems occur, restore the backup file.

Regards,

Reckon Data Recovery Team