updating supplier and customer database names

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  • Updated 2 years ago
i bought a business where the supplier and customer names were inaccurate as to spelling etc.
I have prepared a spreadsheet with the correct names. 
Is there a way to to upload these into my Reckon Accounts Hosted bearing in my I already have transactions in the database?
Will the transactions already in Reckon be updated with the correct names?
Thanks in advance
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Arthur Bortz

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Posted 3 years ago

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Shane, Employee

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Hi Arthur,

If you were to import that file with updated names, Reckon Accounts will see them as new suppliers so you will end up just adding them as new suppliers.  And because they are NEW suppliers they wont have any transactions against them.  The only way to UPDATE the names is to do it manually by opening the supplier card and making the change.  There is no way to UPDATE names by import.  Only create new ones.

Depending on how many transactions you have, a work around is to import the file, then edit each transaction to use the new supplier name, and then make the old suppliers inactive or delete them (bearing in mind that you have a limit of 1 million suppliers).  But that would only be feasible if you have a small number of transactions.

Regards,
Shane.