Reckon accounts Accounting

Kris_Williams
Kris_Williams Member Posts: 3,568 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
in Reckon Accounts (Desktop)

Is it best to uninstall the old version before installing the new one?

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,314 Personal Range Elite Expert Personal Range Expert

    I personally have never uninstalled the old version but that's in case I need to use it again for other people

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    Gerhard Winter

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  • Rav
    Rav Administrator, Reckon Staff Posts: 16,195 Reckon Community Manager Community Manager

    Hey Kris

    You don't have to uninstall the previous version. The only thing I'd suggest is having a clear distinction when it comes to your files so you know which have been upgraded etc.

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  • Kris_Williams
    Kris_Williams Member Posts: 3,568 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited June 2023

    I did uninstall and then install the new version just to be sure, because over the years this has been a problem, but this program doesn’t have payroll, and we’re now trying to find out the additional cost compared to the upgrade on the phone app that she’s been using

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,195 Reckon Community Manager Community Manager

    Hey Kris,

    Happy to organise a call from a member of the Customer Service team for a chat if you'd like?

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  • Kris_Williams
    Kris_Williams Member Posts: 3,568 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Thanks @Rav but I think the customer has spoken to them in the last 30 minutes. But my next question is, if she moves from the app to her Desktop version how can she export the STP file as I don’t think she has a password for the Reckon portal, but the ABN is clearly registered in the app and it does it automatically I believe.

    And she will also have to go to Access Manager and change the software ID - correct?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,195 Reckon Community Manager Community Manager

    It'll be quite straightforward. Since they already have a Payroll App account that means they already have a Reckon Portal account ie. a Payroll App account is a Portal account as well.

    So all they'd need to do is login to the Reckon Portal with the same login credentials that they're using for the app. Once they do so, they'll see their GovConnect is already active for their ABN.

    They'll just need to add the Reckon Accounts Desktop product within that existing STP entity and the use that to submit their STP submissions created from RA Desktop.

    Add Product 3.gif


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  • Kris_Williams
    Kris_Williams Member Posts: 3,568 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited June 2023

    Oh good, thanks Rav………..

    oh and will we have to change the software ID in Access Manager

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,195 Reckon Community Manager Community Manager

    No it won't be required since they'll still be using the existing STP entity for the ABN ie. it'll carry the existing Software ID 😊

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