Aside from bank data, is it possible for any other data to be imported into Reckon One at this stage? For example, chart of accounts, contacts, suppliers, items etc?
It appears that it can't be done, but just want to ensure I am not missing anything.
If you're switching over from another software package, we do have a data migration service which can help you get started. Our current free data migration service offer does indeed cover off the areas you've mentioned, specifically the chart of accounts, item list (inventory quantities on hand are not included), customer list, supplier list and employees (name and address only).
Custom conversions are also available and the team can provide you a quote on this if required.
Check out this page for full info and inclusions of our free conversion offer -
Why it is so hard to import data from a desktop Reckon/Intuit product to Reckon One is an indictment of their total lack of support for an existing subscriber base. - For this reason alone I am reluctant to sign up with Reckon One (Accounts Hosted was an absolute waste of money)
Reckon - LIFT YOUR GAME!
It should be simple to upload CSV, QIF, QBO files from your existing products.
Disgraceful customer 'service'
I do apologies that you have had less than an ideal experience with the Data Migration service.
To clarify, the Free standard migration to Reckon One encompasses customer and supplier lists, chart of accounts and items list is performed in house. It is my understanding you have requested additional items to this, which is likely where the $500 dollar quote has arisen.
That aside, you are absolutely correct, it should be easy to bring across your data from a Reckon product, and we are actively building upon our toolset to make this a much more seamless process. This will massively increase our ability to bring in additional types of data (transactional data as an example) from varying sources, (CSV, IIF, XSLX etc.). The feedback regarding our current migration has been heard, and heard loudly and I can honestly say we are committed to making this a better experience for everyone.
Thanks for your feedback regarding access by Zoho to your bank account.
Please refer to the Zoho website on their policy of accessing bank accounts....
Its pretty much standard practice for US and International based online accounting services to use Yodlee as their intermediary.