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

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  • Updated 2 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 2 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! ;)