Migrating to a Hosted based Financial System from a traditional desktop, legacy financial system.

Carney Soderberg
Carney Soderberg Member Posts: 4 Novice Member Novice Member

Having used Reckon/Quicken since 2013 as a desktop legacy system, we now require a more risk - free application for future business and accounting support. We are currently using Reckon Personal Plus 2021 that has grown over the term of use in number of accounts and transactions. Recently we experienced a complete loss of all applications and data files on our desktop. Since automated recovery is no longer an option, we face rebuilding our application and data from bank files and historical reports and moving forward from this new base - although utilising the Cloud as our revised data host architecture instead of the former desktop server approach. I am interested in any documentation that might guide me in an approach to achieve this newly architected system. Any suggestions would be greatly appreciated. Regards, Carney Soderberg.🙂

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,557 Accredited Partner Accredited Partner

    There is no cloud versions for the Personal range, Home and Business is the version at is familiar to what you are using at the moment, call me to discus your options.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Omar_ReckonLtd
    Omar_ReckonLtd Reckon Staff Posts: 81 Reckon Staff Reckon Staff

    Hi Carney,

    If you are creating a brand new data file and using historical reports to recreate your information, consider starting that brand new data file on the Reckon Accounts Hosted platform.

    Alternatively there is also the Reckon One cloud platform.

    If you speak with Gerry, he can get a better idea of your requirements and can advise you on a suitable solution.

  • Carney Soderberg
    Carney Soderberg Member Posts: 4 Novice Member Novice Member

    Sounds good to me…when can we chat?

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,557 Accredited Partner Accredited Partner

    Call me any time that suits you.

    0418907140

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com