Important recommendations for password, backups and file maintenance on Reckon Accounts Desktop

Datarec
Datarec Reckon Staff Posts: 1,246 Reckon Staff
edited November 2023 in Reckon Accounts (Desktop)

The Reckon Community and Help Guides are really useful resources in ensuring you're getting the best out of your Reckon software experience.

Below are a few of our recommended tips!


Changing your file password 🔑

Your file password is an important aspect to your security. We highly recommend you read the article below before you change the password for the Admin user - What is the recommended procedure when changing passwords?


Backup, Backup, Backup 🔒

Creating regular backups and file integrity checks are essential. Ensure that you regularly perform a backup of your company data file - How to create a backup in Reckon Accounts (Desktop) with complete verification

Consider making a backup before making any major changes such as external data import, password changes etc

  • A daily backup at the end of the day
  • An end of week backup
  • An end of month backup
  • Keeping multiple copies of the backup in multiple locations (such as off-site)

Test that your backups can be restored successfully - How to restore a backup file (QBB) in Reckon Accounts (Desktop)

Maintaining your own set of backup files gives you added flexibility in choosing a course of action in the event of an unforeseen problem occurring.


Verify your data ✅

The Reckon Accounts software has built-in file maintenance functions called Verify Data and Rebuild Data.

How to perform a data file verification (Verify Data) in Reckon Accounts Business (Desktop)

How to perform a data file rebuild in Reckon Accounts Business (Desktop)


By creating a backup with completed verification enabled, you ensure that the backup being stored is error-free. If an error is detected, then use the Rebuild Data function to try to fix it.

If the problem still persists and errors are still detected, consider restoring the last good manually user-created backup (faster, no fees, highly recommended)

If no backups are available, then send a copy of the damaged file to be repaired by the Reckon Data Recovery Team (fees apply, last resort option) by filling out the Data Service Request -How to submit a Reckon Accounts desktop data file for analysis

Comments

  • Nev
    Nev Member Posts: 6 Novice Member Novice Member

    Hello

    I went into an older version of reckon & now when going into 2023 reckon my company file doesn’t come up & isn’t in the selection for open previous company. I went to go find it under files but I cannot find where I need to open it from. Any help please? Thanks

  • Kris_Williams
    Kris_Williams Member Posts: 3,702 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    do a search for your file *.qbw from the search window of your computer and find exactly where it is so you can browse to that location when you go to File Open in Reckon

  • Nev
    Nev Member Posts: 6 Novice Member Novice Member

    still no luck. It did show some of the files like the sample company file & my 2022 files I opened but not my company file.
    thank you though

  • Kris_Williams
    Kris_Williams Member Posts: 3,702 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    what about backups *.qbb

    Isn’t the 2022 file the current one, look at the date of the file, just because it’s the 2023 version doesn’t mean the file should be a new one

  • Nev
    Nev Member Posts: 6 Novice Member Novice Member

    oh I didn’t realise that thank you I’ll try now

  • Nev
    Nev Member Posts: 6 Novice Member Novice Member

    thanks so much this has worked. You saved me from the rest of the day stressing.

  • Kris_Williams
    Kris_Williams Member Posts: 3,702 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    glad to be of help ……..