Reckon Accounts Hosted - Importing Bills from AutoEntry

Objective

This article will provide the steps required to export an IIF file from AutoEntry's Bills folder, and import to Reckon Accounts Hosted.

Applies To

• Reckon Accounts Hosted users uploading Bills to AutoEntry.

Procedure

To export the Reckon Accounts Hosted IIF file from AutoEntry, simply select the bills that you wish to export and then Download > Reckon IIF. The file will download by default to your PC's 'Downloads' folder.

To then import the AutoEntry IIF file into Reckon Accounts Hosted, please do the following:

1. Log into Reckon Accounts Hosted (Single-user mode).

2. Select 'Upload files' from the toolbox (the floating drop-down on the right-hand side).

   

3. Navigate to the AutoEntry export file (in your 'Downloads' folder) and select it - this will then upload into the Q:\Upload folder in Reckon Accounts Hosted.

4. Go to File > Utilities > Import IIF.

   

5. Navigate to the Upload folder and select the IIF file.

   

6. The file will import.

7. The transaction can then be found in Suppliers > Supplier Centre > Transactions tab > Bills.