Export Transactions from Bank Account to Import in Reckon Account
Reckon has solved the trouble of maintaining and managing bank accounts and records without the fear of any manual mistake. The procedure of exporting transactions to the file which can be imported into the Reckon accounting software will be slightly different from that of bank, although the process is quite similar. What you can do is look for the website for ‘exporting transactions (your bank) and it will provide you with the links of important web pages for the process.
What is the common process for exporting the transactions from bank account to Reckon accounting software? Follow the below steps for exporting and importing transactionsa. Once you have sign in your bank account, make a list of transactions. b. Click on Search button after choosing ‘Select a date ranger’.
c. You will see a list of all the transactions at the bottom of the page along with some functions. Click on ‘Select Export:’ option. d. On ‘Export’ tab, click on the drop down arrow for seeing the menu and then choose QIF (Quicken AUS, 2004 and earlier). Select it if you are provided with only one QIF format. Choose dd/mm/yyyy if you have been given a date format option. Who are using Reckon One can also use ‘CSV’ option (like MS Excel).
e. Now click on the ‘Export transactions’ button and your file will be saved in the downloads folder.
If you are using Reckon Accounts Business and Hosted then you can import the files by going through Banking> Import Bank Statement and then follow the instructions. While Reckon One users, go to the Bank Accounts screen, within the bank ledger account click on the Actions button. Then choose the ‘Upload Transactions’ option and follow the instructions. With the help of above steps, you can easily export and import transactions in Reckon accounting software easily.
Reckon Support New Zealand team is here to help you with every step. If you need any assistance or want to discuss any problem with the experts and professionals then you can reach them by dialing Reckon Customer Support Number 048879113. Our team assures you to get the desired help and will try to fix any issue you are dealing with. You can reach us through email support or live chat as well. Our experienced and skilled staff assures you to get the appropriate solutions once you contact us. Original Source