Changing from Reckon One to Accounting Plus

lynettemarywilson

I have been using Reckon One for a few years but it has many features I don't need. Accounting Plus would suit my needs. How can I change?

Alexis McKeown

Dear @lynettemarywilson ,

Always happy to help.

To toggle down an edition, you will need to do the following:

1. Go to the Customer Portal.
2. To the right-hand side of your Reckon One book's name, click the three vertical dots.
3. Click "Settings" in the menu that appears.
4. From here, go into "Customize your Reckon One Modules".
5. From here, you can downgrade your plan.

If you need further guidance, just let me know.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support

Alexis McKeown

Dear @lynettemarywilson ,

To confirm: Are you looking to downgrade from Reckon One Accounting Premium to Reckon One Accounting Plus?

Or are you looking to move from Reckon One to Reckon Accounts Desktop?

Let me know - we can help you either way.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support

lynettemarywilson

Looking to downgrade to Reckon One Accounting Plus. We are a small not for profit and have no employees and do minimal invoicing so it should be sufficient for our needs. Thanks for getting back to me so quickly!

Regards

Lyn Wilson

lynettemarywilson

Thanks Alexander! Much appreciated.

Alexis McKeown

Dear @lynettemarywilson ,

I'm glad to hear it all worked out for you - if you have any issues, you're always welcome to post, and we're always happy to help.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support