I created IIF file to upload cheques to Reckon Hosted. It said data was imported but I cannot find it anywhere. Help where it is.

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I have followed the steps to import some cheques from another program into Reckon Hosted. Reckon Hosted said that the data was imported but I cannot find it anywhere. Is there a delay in the data being displayed or have I done something wrong and it didn't tell me.
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Kim McFarlane

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Posted 1 year ago

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Hi Kim,

There is no delay. But importing data with IIF is very tricky. If you couldn't find the cheques (under the name/account you set in the IIF file) then more likely they are not imported.

Thanks,

Phuong
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Kim McFarlane

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Thanks.  I only did a test of a few items.  I am transferring over from another program and was hoping to be able to keep the history.
Is there another way to import the history?
There are always other ways :) 

1. Look for any off-the-shelf app that can help you to import.
2. Have someone (like me) to build a small custom tool that can read the output file from another program and import them into Reckon.
NO, importing history or transactions , not easily possible.
even if it was , you will have lots of issues and costly exercise