Reckon Accounts Hosted and ConnectWise Reckon onprem

InSight_Dan

Hi team,

Wondering if you have any experience moving from Reckon Accounts to Reckon Accounts Hosted and syncing with ConnectWise Manage which we host ourselves.

We would like to explore moving our Accounts service to an online hosted service but want to ensure the integration with ConnectWise can be done effectively.

Thanks,

Dan

Rav

Hi Dan,

If you're currently using Reckon Accounts Desktop then your company file will upgrade and open directly in Reckon Accounts Hosted.

With that said, Reckon Accounts Hosted operates quite differently from a technology perspective compared to the desktop editions so I'd highly encourage you to test out any 3rd party integrations you're currently using to ensure they operate successfully with Hosted.

You can take out a 30 day trial of Reckon Accounts Hosted from the link below to give it a test drive and see whether it works for you both in terms workflow and your integration requirements.

https://www.reckon.com/au/accounts-hosted/

Fellow Community members may also be able to share their experiences/insight if they've done something similar as well.

Acctd4

I currently have an IT client in the same boat.

@InSight_Dan Did you determine if there's direct integration with Hosted or only with desktop ?

InSight_Dan

We haven't progressed on this yet, still working up the courage to break what is working for something that may not.

Acctd4

Thanks @InSight_Dan

I decided to look into it but couldn’t find any info on their website about their integrations. The Live Chat popped up so - having explained I have a client on Reckon Accounts desktop who currently uses ConnectWise integration - I asked the question there, if they also integrate directly with Reckon Accounts Hosted. After much confusion, they told me Reckon’s not on their integrations list at all meaning they don’t integrate with Reckon. I told them they DO as I have a client on desktop! 🤦🏻‍♀️

They finally told me they’ll have to ask their designated ConnectWise account manager 🙄🤨

cosmic

Also i did check they do not have an open API, so it will be very difficult to integrate, and they are US mob, very difficult to get help as per my experience .

However , they may have an API , not open to public developers.

Acctd4

@cosmic They do already integrate with desktop though - my client & @InSight_Dan are both using it … their team just don’t seem to know much about it 🤦🏻‍♀️ (on Live Chat, anyway)

The guy I was messaging with had no idea who “Reckon” even is 🙄

InSight_Dan

They understand it as a Quickbooks integration. That was what we used when we initially set up 10+ years ago.

Acctd4

Yes, they asked if it was "QuickBooks" (which it was back then but is now completely separate, as Intuit's "QuickBooks Online" - aka "QBO" - is an entirely cloud-based program so would be completely different integration-wise)