No menu option to import CSV or XLS files into items

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  • Updated 6 years ago
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I want to import several large csv files that list our inventory items. The help says that Ishould go to the Item List, click Excel at the bottom of the list and then click Import Items. There is only an 'export excel' option in the menu available. I also tried the option of Go to the File menu, choose Utilities, click Import, and then click Excel Files (this option of import excel files also does not exist). Please advise a way to enter items into a new company file in bulk so that we do not need to do it one by one!
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iml iml

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Posted 6 years ago

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Jay Jay, Employee

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Hi , thank you for your post, unfortunately it sounds like your version does not have the feature of importing excel file. Excel import is an advanced function exists in the Reckon
accounts Pro and premier as well as Enterprise version.

To import an item list, we can provide you with some pointers on import the item list in IIF format.

First you will need a IIF item list template, you can get the template by go to File->utilities-> export->list to iif files and select item list.
Save the export to desktop and this IIF can be opened in MS Excel.

Now you have the item list template, the rest of the job is to
populate all fields correctly with your item information.
Save your edited list in IIF format once finished.

To import it back in go to File->utilities->
import->IIF files

Hope this information can help you.

Warm Regards

Jay Jay

(Edited)