When I set up a new customer that customer becomes corrupted.

Legacy KB ID: 2083

Question

In an estimate I enter a new customer and select Quick Add, the customer name changes. Sometimes it says this customer already exists. Some customers have gone into employees list.

Answer

  1. Open the customer list
  2. Click on the Customer:Job button and select Re-Sort list.
    1. When asked if you really want to return the list to its original order, click OK.
  3. Close the Name list
  4. Go to the list menu and select the Chart of Accounts.
  5. Go to the Account button and re-sort the list as above
  6. Repeat this process with the remainder of the list menu, including the other list sub-menu.
    Depending on the list, the button may be called a variety of things (the name of the list) but it will always be the button at the bottom left and will function the same way. Not all lists will need to be re-sorted – if the option is greyed out or doesn’t appear, just go on to the next list
  7. Once all lists have been re-sorted, close all the windows to leave a blank screen inside Reckon Accounts.
  8. Next, click the File menu, select Utilities and select "Verify Data".
    This will go through a process of checking the datafile. When finished, a small box will pop up either stating that it found no errors or that it did find some errors. No matter what it says, click on the OK button and continue.
  9. Click the File menu, select Utilities and select "Rebuild Data".
    The program will ask you to make a new backup. It is recommended that you back up the data file onto an external hard drive.
  10. Click "Save" to make the back up and the program will continue its rebuilding process.
    When finished, Reckon Accounts will pop up a window stating it has finished, click the OK button.
  11. Click the File menu, select Utilities and select "Verify Data".

Please note, if the final verify data at step 11 picks up any problems, go through the rebuild again. If no problems are detected, test the data file to make sure the problem does not re-occur.


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/

How did we do?

Accrual or Cash basis balance sheet is out of balance

Weekly timesheet dates cannot be changed in Reckon Account.

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