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

Jody Hutton
Jody Hutton Member Posts: 4
edited August 2019 in Accounts Hosted
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?

Comments

  • Jody Hutton
    Jody Hutton Member Posts: 4
    edited June 2017
    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? 
  • Shayne McNamara
    Shayne McNamara Member Posts: 43
    edited August 2019
    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.
  • Sergiy Tytarenko
    Sergiy Tytarenko Member Posts: 1
    edited October 2017
    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.