MIGRATION: How to export Lists data from Reckon Accounts Desktop

Datarec_ReckonLtd
Datarec_ReckonLtd Reckon Staff Posts: 1,039 Reckon Staff
edited February 2020 in Reckon Accounts (Desktop)

EXPORTING IIF LIST DATA FROM Reckon Accounts desktop

 

1) Launch the program and open the specific company data file you want to work with


 2) Click on the File menu, then select Utilities and

 then select Export, finally select Lists to IIF Files...

 


3) Select each List type shown below to be exported to a known location on your local hard drive as a plain-text tab-delimited IIF (Intuit Interchange Format) file

 ·        the Chart of Accounts List

·         the Customers List

·         the Suppliers List

·         the Items List

·         the Employee List

 

Then click the OK button

                       

4) Give each file a distinctive name when exporting separately


Example:

Chart of Accounts.IIF

Items.IIF

Customers.IIF

Suppliers.IIF


5) Once you have exported the lists separately, you can send them to us by clicking the link below

Send us the export files.

MIGRATION: How to securely send a data file to the Reckon Migration Team

In the Short Note to Recipient field add the following:

Custom Conversion Request (Desktop Lists IIF)

Company Name: _______________________

Contact Name: _________________________

 

This will let us know that the file being submitted is assigned to your case and allow the conversion team to perform the analysis.

If you do not provide this information, it will result in delays processing your case.