Reckon Accounts Hosted Trial

Lynne_8946547
Lynne_8946547 Member Posts: 93 ✭✭

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

Comments

  • Lynne_8946547
    Lynne_8946547 Member Posts: 93 ✭✭

    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
    Acctd4 Accredited Partner Posts: 3,322 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2022

    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)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Lynne_8946547
    Lynne_8946547 Member Posts: 93 ✭✭

    @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
    Rav Administrator, Reckon Staff Posts: 15,197 Community Manager Community Manager

    Hi Lynne,

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



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  • Lynne_8946547
    Lynne_8946547 Member Posts: 93 ✭✭

    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
    Rav Administrator, Reckon Staff Posts: 15,197 Community Manager Community Manager
    edited June 2022

    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.




    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Lynne_8946547
    Lynne_8946547 Member Posts: 93 ✭✭

    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
    Rav Administrator, Reckon Staff Posts: 15,197 Community Manager Community Manager

    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.




    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.