Is finalisation necessary before transferring to Reckon One?
in Reckon One
I am intending on transferring a client's data file from my firm's Reckon Desktop software to Reckon One. Do I need to have everything completely up to date and finalised to the most recent period end before doing so? Any advice would be greatly appreciated.
Its a must that you zero out any existing balances that have been reported via STP from your Reckon desktop software prior to making the switch over to Reckon One.
I'll link a guide below which outlines how to create a zero balance STP submission -0
Thank you Rav. Appreciated.0
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