MIGRATION: Creating a Reckon Portal account and an active Reckon One book subscription

Datarec

If you do not yet have a Reckon One portal account or an active book subscription.

Go to https://portal.reckon.com

Then follow the steps below: 

1) Create a Reckon Portal account (if you do not yet have one)

RECKON ONE - Create your new Reckon Portal account

 

2) Create your new book with a Start Date of 01/01/2013

RECKON ONE - Create a trial book on the new Reckon Portal

 

3) Configure the book and ensure that your book has all the modules you require, enabled

RECKON ONE - Configuring your Book on the new Reckon Portal

Regards,

Reckon Migration Team