Importing a General Journal

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  • Question
  • Updated 1 year ago
I wish to know if a general journal can be imported into Reckon Accounts Premier Edition 2016.  I have over 200 lines in an excel sheet and would prefer not to enter manually.

Thanks in advance.
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Susan Naismith

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Posted 3 years ago

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DebonAir

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I can't find a way to do this, you can import customer lists etc.
If you create the journal in  RA then you can memorise it for continued use.
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Kevin Russell, Accredited Partner

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The pdf is on its way
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DebonAir

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please send the pdf to me too, ta.
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Ashleigh Rennie

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Hi Kevin,

Bit late on the thread but could you possibly send this to me too please?
My email is ash.rennie@reckon.com 

Thank you! 
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Kevin Russell, Accredited Partner

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Ashleigh piece of pie
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Kevin Russell, Accredited Partner

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Yeah you can do it. The details are in the help files. You can import any journal entry.
(Edited)
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Leanne

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Hi Kevin,

Can you provide more details please, I have been trying to figure out to import from excel for years.  All I find is that I need to convert excel to an .iif

Thanks
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Kevin Russell, Accredited Partner

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Yes. Yes I can. Drop me an email kevin@zappy.com.au
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Kevin Russell, Accredited Partner

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Happy to help Leanne
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DebonAir

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Thanks Kevin, Great work, we really appreciate your help! Even us long time users who should know better!
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Kevin Russell, Accredited Partner

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You can pick something up if you have been using the software for 17 years I spose. hahahaha
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Susan Naismith

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Ditto this!!!!
I was told by a Reckon consultant yesterday over the phone it wasn't possible.
Plus I would never have gotten that format for the import file, even from the Reckon help description you sent through, without your help.
This has literally saved me hours of time and really appreciate your detailed assistance you have given!
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DebonAir

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Ditto!!
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Kevin Russell, Accredited Partner

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Sometimes I like to help the pods
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Jan Atkinson

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Re:  Journal entry in Reckon

Can someone help please. I want to enter a general journal, but can't find the menu as above to do this.  I am very new to Reckon.  

Re:  Import a journal

I would also like to import a journal, but also can't find the menu to do this.  I found the template, but then can't seem to save the file as an iif file from excel.  

I am using:

Reckon Accounts Home & Business 2016 R 1
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Kevin Russell, Accredited Partner

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Jan send me an email kevin@zappy.com.au
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Jan Atkinson

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Hi Kevin, I sent you an email last night, hope you can help.  Do we need to upgrade Reckon to another version?  Thanks.  Jan
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Kevin Russell, Accredited Partner

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Jan I did not get an email. Try this one. kvrzap@gmail.com
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Kevin Russell, Accredited Partner

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I sent this just now
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Stefan Kosnik

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Hi Kevin, just found this post as am having the same issue, are you able to send me details on how to import a journal to Reckon? stefan.kosnik@cbre.com.au
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denis kazantsev

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Hi Kevin, could you please e-mail me upload XL file and PDF on how to upload journals from XL in Recon. Regards, Denis. denis.kazantsev@outlook.com
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Ricky

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Hi Guys, could you please send one to ricky@taxnet.com.au 
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Kevin Russell, Accredited Partner

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Rick send me an email kevin@zappy.com.au
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Rosie

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Hi everyone,

I have found this post while searching for how to import general journals. Could someone please send me a copy of the instructions as I can't find it and it would be very helpful.

My email address is finance@cyc.org.au

Thanks, Rosie
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Rosie

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Just letting everyone know that finds this post - there is no instruction as such for importing a general journal - what I received from Kevin (which was still helpful but not instructions as I had hoped for) was an excel template for the import. It appears there are no instructions out there - perhaps this is something Reckon could add to the help menu in the future?
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Kevin Russell, Accredited Partner

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Did you even look in the help files? What level of instruction do you require? I think it's fairly simple myself.If you were using any other accounting software, you would face the same, or similar, issues. I use them all and I happen to think Reckon is straightforward. Or I can do it for you if you like. 
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Rosie

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Yes I have looked in the help files and I am fine with importing the journals. I am just stating to other users that find this post that there is not a pdf procedure / document as such to assist on the import of the journals as this was what I was looking for when I came across this post and I can see others have assumed this as well.
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Kevin Russell, Accredited Partner

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Rosie you can print the help files to a pdf format. I have done it myself. I think the article is very clear. 
Yes , Kevin is right, Kevin has worked out a solution and I think users should not expect to get this as free help.
I have noticed this thread has been for long time.
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Kevin Russell, Accredited Partner

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I agree with me Chandra
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simon

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Please can I get a copy of whatever is out there, spreadsheet template and or pdf. sforrest@fa.co.nz.

thanks

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Kevin Russell, Accredited Partner

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Sure send me an email kevin@zappy.com.au