We need to know about your Suppliers in Reckon so that the Bill data we export for you is assigned to the correct Supplier.
To export your Supplier data from Reckon follow these steps.
- click on File > Utilities > Export > Lists to IIF Files …
- from the Export dialog select Supplier List and click OK
- save your Supplier data to a file called Suppliers.IIF
- go to the Admin > Supplier Cards > Edit
- then click on Choose File to locate the Suppliers.IIF file you created above
- click on Upload
Your Supplier data has now been successfully imported into invitbox.