IIF Invoice import - Filed Names

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Scott_8222109
Scott_8222109 Member Posts: 1 ✭
edited June 2020 in Accounts Hosted
I have successfully imported a few test invoices via IIf files but I am unable to get data to populate the exact fields I want.  Is there a list of field names I can reference to ensure I have my data going to the correct field?  I am using the online version and have a few custom fields I have inherited from previous bookkeeper which are required by our customers.  

I need field names for: 
S.O. No. 
Order No.
Address
Terms 
Due Date 

What do these files refer to? 
ISAJE
TRANSID
SPLID
Also is there a way to pick up the default address, Terms & Due date from the customer name? 

Below are screenshots of my import file and the reckon invoice screen: 

imageimage

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  • Deny Dharmawan
    Deny Dharmawan Alumni Posts: 141 ✭
    edited August 2016
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    Hi Scott,

    You can try to check the Help menu in Reckon Accounts.

    Help > Reckon Accounts Help. In the Search Tab, type 'Import' then search.

    You should see a guide on how to create the import file.

    Regards

    Deny Dharmawan

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