Important announcements for Reckon Accounts Desktop

ℹ Reckon Accounts Business 2023 Desktop release information
Reckon Accounts Desktop 2023 release information Hi everyone We just wanted to give you a heads up on the change in release schedule for Reckon Accounts Desktop software. Traditionally, there have been two releases for Reckon Accounts in the year - one in March (R1) and one in June (R2). However, from this year and onward,…

Reckon Accounts (Desktop)

Archives for November 2013

How do I create items in Accounts Home and Business?
* Click Business on the top tool bar, hover over Invoices and Estimates and select Invoice Items * Click the New button * Fill in the information that you want to automatically appear on your invoice (Item Name/Number, Description etc) and then click the OK button That's all you need to do! Need more help? Start your own…
Have you used the Audit Company File feature before?
This nifty feature compiles and checks your high-level company file information, such as what version you are using and your installation directory, in addition to checking when you last performed vital products actions such as backup, data verification and tax table updates in your data file. Also, in one place, is a…
How do I create a project in Home and Business?
* Click Business on the top toolbar, hover over Customers and click Add Customer * Choose your customer from the Customer drop down menu * Title your Project/Job * Choose a status from the Status drop down menu (you can create your own status by clicking the New/Edit button) * Fill in the appropriate dates * Click the OK…
How do I create invoices in Accounts Home and Business?
* Click Business on the top toolbar, hover over Invoices and Estimates and click Create Invoice/Estimate * Select your customer from the drop down menu and title the project/job. * Click the Layout dropdown menu to change the layout of the invoice * Fill in all remaining fields to your preference and click Save and Done…
How do I add customers in Accounts Home and Business?
* Click Business on the top toolbar, hover over Customers and click Add Customer * Enter your customers details and then click the OK button That's all you need to do! Need more help? Start your own conversation!
How do I add an account in Accounts Personal?
* Click the Add Account button * Choose the type of account you'd like to create and click the Next button Note: In this guide we are creating a Bank Account as an example. Whilst the setup process is similar for each type of account, the images you see next may differ slightly depending on the type of account you are…
How do I set up users in Accounts Business?
Open the Users and Roles window* Select company from the top toolbar menu * Highlight Users * Select Set Up Users and Roles Add a new user* Click the New button * Type in a new user name (we suggest the first name) * Assign a unique password (optional) * Confirm unique password (if applicable) Designate specific roles and…
How do I email invoices using Accounts Business?
There are a couple of different ways that you can email invoices when using Accounts Business: Send a single invoice* Open the invoice you'd like to email * Click the Email button at the top of the window The following window will open with the invoice attached as a PDF document. You can also edit the information that will…
How do I navigate the Accounts Business homepage?
The Accounts Business homepage has been designed to help you to complete your tasks quickly and efficiently. That being said, not everyone works the same way, so we've created a few different ways to navigate the homepage that allows you to choose the method that works best for you: Flowchart We find this to be the most…
How do I add customers in Accounts Business?
* Hover your mouse over Customers and select Customer Centre * Click the New Customer & Job button and select ?New Customer * Enter your customers contact details. When you're done, click OK Need more help? Start your own conversation!
How do I add suppliers in Accounts Business?
* Hover your mouse over Suppliers and select Supplier Centre * Click the New Supplier button * Enter your supplier's contact details. When you're done, click OK Need more help? Start your own conversation!
How do I add items in Accounts Business?
* Hover your mouse over Lists and select Item List * Click the Item button and select ?New * Enter the items details. When you're done click ?OK Need more help? Start your own conversation!

Reckon Accounts (Desktop)

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