Is finalisation necessary before transferring to Reckon One?
Tony Read
Member Posts: 2 ✭
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.
Tagged:
0
Answers
-
Hi Tony
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 -
ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
0 -
Thank you Rav. Appreciated.
0
Categories
- All Categories
- 6.8K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 73 About Reckon Community