Importing Excel or CSV files of transactions into Reckon Accounts Hosted.

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Can someone please tell me if it is possible to import transactions (not lists) into Reckon Accounts Hosted?  If so, how do I go about this most easily.  In today's market this should be possible, shouldn't it?
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Jody Hutton

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Posted 1 year ago

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Kevin Russell, Accredited Partner

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Yes you can there are copius notes on the help files
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Jody Hutton

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On the Reckon Accounts help when you look up import data - excel file it only shows how to import lists of accounts, customers, suppliers and items.  Am I not searching for the right thing? 
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Kevin Russell, Accredited Partner

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If you look at importing lists it provides you with the format for iif files which you can create in Excel.
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Shayne McNamara

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It might be possible to convert these files to .iif format to import into Reckon.  There are commercial conversion tools out there and one you could try is https://www.propersoft.net/csv2iif/ which i think allows you to trial it.  I am sure there are plenty of others around though and whether this or any of them work i have no idea sorry but I do know that Reckon imports usually need to be in .iif format.
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Kevin Russell, Accredited Partner

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Yes shane that is correct. I have done this myself. There is commercial software out there and it is most usually written for the US version so it wont work in Australia. I trialled one back in 2004 but I couldnt make it work.
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Sergiy Tytarenko

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Please try CSV2QIF at https://www.propersoft.net/csv2qif/ it has special QIF target for Reckon. IIF files are for Quickbooks. ProperSoft males converter from 2009.