Customer details missing after exporting from payroll.
Legacy KB ID: 539
Question
Customer details missing after importing payroll data with customer jobs assigned. Whether importing using customers or jobs, the customer information gets lost. Note if importing a job, then both the customer and job information is lost.
Answer
Before importing the Payroll data, you will need to export your customer: job list. After importing the payroll data you will then need to import your customer: job list
Need more help?
Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts
Or Log a Support Ticket: https://www.reckon.com/au/support/