Some Customers are missing from a transfer from RAB to POS

Legacy KB ID: 5505

Question

Why do some customers not transfer from Reckon Accounts Business to Point of Sale?

Answer

Remove or replace “illegal” characters in the customer name, address and email fields.  


The Issue

When the POS transfer encounters “illegal” characters in transfer fields it cannot process it so ignores the entire record.

An “illegal” character is any non-alpha-numeric character and other action keys like Tab.

The Tab key is also a “hidden character” and is not seen with text. 

“Hidden characters” can be seen in the list file that is exported from Reckon Accounts and can be seen in an advanced text editor such as Notepad++. 


Workaround

Permanent fix is to re-enter the customer Name, Address and Email fields of customers who are missing in POS.

Then transfer to POS again. 


Correct the existing export list

1.    Create a fresh backup of your Accounts Business datafile and take care not to over-write existing backups;

2.    Download and install the Notepad++ Utility:

a.    https://download.tuxfamily.org/notepadplus/6.2.3/npp.6.2.3.Installer.exe

3.    In Point of Sale Administrator, take note in the Transfer window of the list that generates this error and how many list items had been processed;

4.    Export the list identified in Step 3 to an IIF file:

a.    File> Utilities > Export > Lists to IIF files >

b.    Tick the appropriate list > OK.

5.    Open the exported list file with Notepad++:

                   a.    In Windows Explorer, browse to the location of your export lists file;

b.    Right click > Open With > select Notepad++ (not simply Notepad);


6.    In Notepad++:

a.    Select ‘Show all characters’ from the View menu

b.    Scroll to and click on the line number that is equal to the number of items that had been processed in Point of Sale Administrator (eg. line 3100 if 3100 items had been processed before the error)

c.    Open the Find window (Ctrl + F)

d.    In ‘Find What’, enter the quotation mark “ and click Find Next

e.    Check if there are any tab characters (they look like a right-pointing arrow ‘à’ ) between this instance and the next instance of the “ characters on this line.

f.     If there are, this is a problem item that needs to be fixed in Reckon Accounts.

g.    Take note of the item name and the field involved (often it’s description text)

h.    Note that before the first “, and after the second “, there will be tab characters and these are OK.

i.      Continue pressing ‘Find Next’ and following the step above to cover the remainder of the file.


7.    Close Notepad++. 


8.    In Reckon Accounts edit each list item found to have issues:

a.    Edit the item and go to the field that has the tab character

b.    copy the text to Notepad

c.    delete the text from the Reckon Accounts field

d.    type the text back into the field manually 


9.    When this is done, a Transfer in Point of Sale Administrator should work.  


Need more help?

Ask the Reckon Community at: https://community.reckon.com/reckon.

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