Why can't I set up bank feeds
When under Company Preferences, there is no "Enable Reckon BankData" field. It's blank under "Default APCA number". Also when I go into the Banking area there is no "Online Banking Centre" option.
When I go into bankdata.au.reckon.au to try and activate bank feeds, it only takes me to a "How to - Reckon Bank Data" help page which is totally useless.
I also can't figure out how to convert a a pdf, excel or csv file to QIF.
I am new to Reckon and very frustrated by how un-user friendly it is. There are very few help articles and virtually no youtube videos to assist with using Reckon Hosted.
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Hi Brianne
Have you enabled the account for online access ? To do this, right-click on the applicable Bank account in your Chart of Accounts & click on the Online Bank Details tab:
The in-program Help files are actually really informative - You can access these in a number of ways:
Most screens have an "Ask" box where you can type in a question as well as a "How Do I ?" dropdown of the most common questions for that screen:
The Help section can also be accessed independently via the Help dropdown (along the top toolbar) for either the entire Help section or specific to the window you're in:
This takes you to a section with both an Index & Search tab option (I usually find typing in the Search will display more relevant info) :
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
(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!)
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Hi @Brianne
We've got a plethora of help content available to assist you in getting started with setting up your bank feeds with Reckon Accounts Hosted.
I'd recommend that you check out the help articles below as a starting point as they'll take you through the basics on getting setup and how to create feeds etc to more advanced functions such as transaction rules, transaction matching, advanced matching etc.
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