iif headers for bills and journals

Barbara_9752659 · August 2018

I cant seem to locate the headers we need to import into Reckon Hosted with the tax codes for bills and general journals.
Does anybody have a sample header that I can do some testing with please.
Also, I recall from the past that when there are multiple tax codes on a general journal it gets a bit confused. What I am attempting to do is import a file with our daily sales with multiple tax codes and multiple payment methods. Just thinking out loud, would this be better done as a daily sales receipt instead, which included some payment lines

PhuongDo · August 2018

Hi Barbara,

Using IIF is not the ideal approach.

Regarding what you are trying to achieve, I believe having individual sales receipt would be better because you can keep track of different tax codes and payment methods.

If you want to automate the process, I'm happy to discuss a working solution in detail with you.

Thanks,

Phuong

Barbara_9752659 · August 2018

That sounds good, are you able to email me?

PhuongDo · August 2018

Hi Barbara,

Can you please send an email to reckonsync@gmail.com?

Thanks,

Phuong

Felicity Van · August 2018

Hi Phuong,

I am having an issue with IIF imports & the tax codes moving across into Reckon Accounts Enterprise. It imports all ok, just the tax code is missing. Could I send you my test file to have a look at?

Thanks!
Felicity

PhuongDo · August 2018

Felicity, sure, I can take a look and let you know.

Felicity Van · August 2018

awesome! thanks so much

PhuongDo · August 2018

Felicity,

I sent you an email.

Your problem should be fixed with that example IIF file.

Let me know if you have any issue, and don't forget to leave me a LIKE

Thanks,

Phuong

Felicity Van · August 2018

Thank you so much Phuong!
This worked. I can't believe it was something so simple.

iif headers for bills and journals

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