Importing Staff from Reckon (QuickBooks/Quicken)

Tanda does not currently import staff data from Quickbooks automatically, but you can import the relevant data by following the steps below.

To export data from Quickbooks:

1. Choose the File menu, then the Utilities option.
2. Choose the Export option, then the Lists to IIF files option.
3. Choose to export an Employee List , then click OK. You will be able to choose a location to save this file on your computer.

See this support guide for more information.

Importing into Tanda

In Tanda, go to Staff and My Team and on the right click on Import from… and select** Reckon (QuickBooks/Quicken)**:

Follow the prompts to upload the report you exported from Reckon:

You’ll then be redirected back to Tanda, where you’ll see a progress indicator and once your staff have been imported you’ll see the list of them.

If you see any staff imported that shouldn’t, you can delete them, have a read of this article on how to delete staff from Tanda.

Contact support@tanda.co if you get any errors you are unable to fix.

Next Steps