Best Of
Re: Is there any easy way to check for sole traders?
As indicated by @Karren Labrador
Then generate a Supplier Contact List report.
Modify the report and add the "Supplier Type" column.
You would need to review all of your Supplier contact records and assign them to a relevant Supplier Type.
Or in the Supplier Centre you can Customise Columns so that the Supplier Type is displayed.
Datarec
Re: Bank account details in CFS clearing house
@AndreaLaw from 1st July 2026 I don't believe you will be able to pay the individual super funds directly. Here is some information from ATO regarding superstream: https://www.ato.gov.au/businesses-and-organisations/super-for-employers/payday-super/superstream-changes
The messaging behind refunds from the clearing houses is changing and that's why the bank account is needed in case of refunds.
Regards, Robyn Kelly
Re: Change location of where Reckon saves "export Files" - ie SAFF and STP files
Hi Leanne
When you save the file you can just choose the folder to save it in. I've created separate folders for these so I know exactly where they are.
Would that work for you?
Re: Super SAFF file upload
I’m sure the process will be the same for QuickSuper.
Go to export super data, select date range, and select export Saff. Leave the file name as it is and it will save it on the Q drive.
Then go to Files and download to the computer, then go to clearing house and look for file upload and then navigate to your downloads folder and select
Re: Sharing Reckon One payroll book
Do you know whether or not he may have used one of the Google or Microsoft options to create his account? (example below). If so, then there is no password involved so the password reset won't work.
They just need to click on the correct option to sign in.
If you shoot me the email address that your book is registered under along with the email address of the person you've shared with in a private message, I can check it out on my end.
Rav
Re: Changing from Reckon Accounts Plus to Hosted
Hi @Jallen
- Reckon Accounts Hosted is a remotely accessible instance functionally equivalent to the Reckon Accounts Enterprise desktop product which is the highest edition. It will have all the features of Reckon Accounts Plus.
- If you upload a COPY of the Reckon Account Plus QBW file to the Hosted platform, when opened it will undergo an upgrade to the file format. That upgraded copy of the QBW file will not be able to be opened by the Reckon Accounts Plus desktop software.
- Each QBW file is totally separate.
- If you make a backup (QBB) of your Reckon Accounts Plus company data file (QBW) you can certainly restore and open that backup on an installed Reckon Accounts Plus desktop software.
- You can purchase a one- month subscription to the Reckon Accounts Hosted platform and run a copy of the QBW file to see how it performs there (whilst also having a Reckon Accounts Plus subscription with an installed software on your local PC)
- Any changes you make in the copy of the QBW that has been uploaded and upgraded to the Reckon Accounts Hosted platform will not be present and will not be moveable to the copy of the QBW file that is on the local PC which is still in the Reckon Accounts Plus format.
Datarec
Fix - ‘Error creating future report’ issue when generating Cashflow Forecast in Reckon Personal v31
When attempting to generate a Cashflow Forecast in Reckon Personal Plus v31 or Reckon Home & Business v31, you may encounter an ‘Error creating future report’ error message which prevents the cashflow forecast from generating successfully.
Our teams have developed a fix which is available as an updated DLL file. Applying this fix will resolve the error and allow the Cashflow Forecast to generate as expected.
Please follow the steps below to apply the fix.
1️⃣ Close Reckon Personal
Ensure your Reckon Personal Plus or Home & Business software is fully closed before proceeding.
2️⃣ Download the fix
Download the zip file containing the updated DLL file HERE and save it to a local folder on your PC such as Downloads.
3️⃣ Navigate to the installation directory
Open File Explorer and go to your Reckon Personal installation folder.
- The default location is: C:\Program Files (x86)\Reckon Accounts Personal
- If you installed the software in a different location, navigate to that folder instead.
4️⃣ Rename the existing DLL file
- Locate the file named dllapps_frcast.dll
- Right-click the file and select Rename.
⚠️ Please take care to ensure you have selected the correct file listed above only. - Rename it to: dllapps_frcast-OLD.dll (This keeps a backup of the original file if needed)
5️⃣ Copy the new DLL file
- Open the ZIP file you downloaded earlier from step 2.
- Extract or copy the new dllapps_frcast.dll file
- Paste it into the Reckon Personal installation directory
6️⃣ Reopen Reckon Personal
Launch the software again and generate your Cashflow Forecast. The report should now run without error.
⚠️ Important information
You will need Windows administrator permissions on your PC to rename and replace files in your installation directory.
Further reading
For more info, check out our help guide here.
Rav
Re: Transaction limit for QIF file import??
Hi @macfarjs
The QIF file is not a CSV file, it is just a plain-text file.
Saving it as a CSV format likely added those double-quotes.
There should be an option to save as TXT.
Datarec
Re: Transaction limit for QIF file import??
Thanks Gerry for your time & call to go through this… it seems that it is an issue specifically with my bank, as you didn't have the same issue with a different bank QIF download. I had since checked smaller transaction downloads, and the import seems to be skipping some transactions (most recently I downloaded 9 transactions, and the import did not come up with an error, although only 6 were imported). It may be the wording / text of the QIF file that is preventing full import. For the time being I will try combine QIF imports with manual verification, or even modifying text of the QIF file in text editor before importing to Reckon, and hopefully Reckon can come up with a solution.
macfarjs
Re: Transaction limit for QIF file import??
Hi @Datarec,
I have pasted in a few examples of my qif export below. You can see the 1st snapshot is the unmodified export qif from my bank, opened in text editor, there is only the date, amount, and payee. The 2nd is after I modified in excel using the TRIM function only on the Payee line (there is no memo line or anything else here, only Payee). The third is an example of the quotation marks, tbh I'm not sure why these show up but they appear in a few lines of the modified file that I export from excel and name back as a qif; this may affect the import as it can import the transaction but leaves out the Payee line. So I do a find an replace in text editor for these apostrophe marks.
macfarjs