Reckon Accounts Hosted Trial

Lynne_8946547

Hi, I am about to do the 30 day trial for Reckon Accounts Hosted. Am I able to use the company file (or a backup of) that I currently use for Reckon Accounts Premier (Desktop), or do I need to set up a new company file?

Thanks

Lynne

Lynne_8946547

Thank you for that, I can now use the file.

However I don't seem to be able to print. My printer is not the default and the printer listed is greyed out and locked. I can't seem to find anything to help me with this.

Lynne

Acctd4

Hosted is on Reckon’s server so the printing defaults to this first but when you click through, it should come up with your own printer selection for you to print.

(TIP: You need to ensure pop ups are enabled in your browser settings)

Lynne_8946547

@Acctd4, when you say "click through", do you mean agreeing to print to the Reckon Server's default printer? When I tried that it opened as a pdf file, is that what is meant to happen (I could then print from that).

Thanks Lynne

(I enabled pop ups)

Rav

Hi Lynne,

Yes that's what is meant to happen in Hosted, once the PDF opens you can print it from there.

Lynne_8946547

Thanks @Rav

I have another question. I have created the aba file for payroll. It saved it to the Q: Drive. How do I access this to upload it to the bank? I've tried to download the file but it wants to open it. (I'm assuming a similar thing will happen with STP)

I'm finding the help section frustrating as it does not seem to cover these small things that are unique to Hosted.

Thanks

Lynne

Rav

To access and download or upload files to the Q and B drives in Hosted, use the Floating Toolbar. I'll link some a help guide and a quick video below that outlines how to use the Floating Toolbar for this and other uses.

https://help.reckon.com/article/1oorzsp8ae-kba-5594-uploading-or-downloading-the-files-to-and-from-reckon-accounts-hosted

https://www.youtube.com/watch?v=uK7eOPHkZck

Lynne_8946547

Thanks Rav, that helped with the payroll and I have managed to upload the file to the bank.

In regards to STP, would I be correct in saying that an STP file downloaded from Hosted would not upload on the Reckon Customer Portal as we are currently configured for Desktop?

Lynne

Rav

What you'll need to do is add the Reckon Accounts Hosted product option to your existing STP entity in GovConnect.

To do that, sign into your STP entity and click 'Add Products' at the top and tick Reckon Accounts Hosted and save. After that you'll need to ensure that you upload the STP file that you create in Reckon Accounts Hosted to the respective Reckon Accounts Hosted option in GovConnect.

You'll know you're uploading to which product selection by clicking it and will then denote a triangle symbol on that product option. (screenshot 2)

I'm going to add a couple of screenshots below which hopefully illustrate what I mean but just a heads up, my GovConnect in the screenshots shows ALL products selected as its my test account. Yours will likely only have Reckon Accounts Desktop ticked at the moment.