Need the CSV template for importing bills?
Comments
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Hi Chris, interesting, regarding OCR , we are trialing this, and we are can already provide in xml or csv format to automatically export to bills.
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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If you check out
http://support.quickbooks.intuit.com/support/articles/HOW12778
This has the templates for each type of iif file for importing.0 -
Hi Chris,
Note that the samples Adrian points to work with the US version of QuickBooks. The Reckon Accounts headers and columns will be different.
What I do is to export a sample of the information I want to import. If it does not exist, do a manual 'mock-up' of what you want to see first and export it. Now you have a sample of what Reckon Accounts will want to see.
Open the .iif file in excel. It will open as a .csv file - no formatting, no nothing!
Now you can add the data you need to import and save the file. Save in "current format" NOT as an excel file! This will leave it as an .iif file and now you can import it with your added data. When you close excel and it asks you if you want to save the changes, answer NO.
Advice: make a copy of your company file, rename is as "test" and try it on that first! You'll be glad you did.
Good luck,
Janos
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I was advised by support that we cannot import, thankyou Janos i will try your method.0
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Take a look at how the POS system works. Reckon Accounts imports all point of sale transactions via an IIF-like plain text file. That includes invoices, cash sales, customer payments etc.0
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