Setting Up Reckon to import from Tanda
Before you can export your timesheets to Reckon, you’ll need to enable timesheets in Reckon.
- In Reckon, go to the Edit menu and choose Preferences.
- Open the options for Time Tracking
- Open the company preferences tab and select “Yes”.
You will also need to enable pay cheque creation from timesheets for each employee.
Got to Employees > Edit Employee > Payroll and Compensation tab > Use time data to create paycheques.
If you don’t do this Reckon won’t know to look at the timesheet to create the payrun.
Exporting from Tanda
In Timesheets click the Export to Payroll link.
You will be taken to the Timesheet Export Preview page. Here any errors on your timesheets will be flagged. You can easily check each timesheet and when you are ready to export click Export Timesheets.
The data exported reflects the timesheets that are currently displaying. So, if you are only viewing an individual employee’s timesheets, you can export just their data into Reckon.>
When you click the button, a file will be downloaded to your computer. The file has the extension
.iif (“Intuit Interchange Format”) but is structured as a plain text file.
Important: By default Tanda will export the shift tag into the file. This is not necessary for many users and can create unnecessary difficulties with importing. You can disable this setting under Settings>Add ons in Tanda.
Importing into Reckon/Quickbooks
Before importing data into a Reckon system, you will need to ensure that payroll has been enabled. First, add the payroll menu item. Then, set up your employee payroll information. When adding employee data, ensure that your employee names match to your staff names in Tanda exactly.
Once you have set up your employees for payroll, you can import the timesheet data from the
iif file. To do so, choose
Import from either the
File menu, or the
Utilities submenu of the
You may be prompted to back up your company file before importing; do so. Finally, navigate to where you saved the
iif file you downloaded from Tanda, and select this file. It will be imported into Reckon automatically.