Migrating from Reckon Accounts Desktop to...?

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DebR
DebR Member Posts: 14

Hi all,

I have a client who is currently using Reckon Accounts Desktop, and their annual subscription is coming due. Due to the significant increase in cost, we are looking at migrating their file to another Reckon product.

I'd love to hear about others' experiences migrating from RAD to another Reckon product - whether that is Reckon Accounts Hosted, or Reckon One. Business owner isn't fussed and is happy to go with my recommendation.

Client is in the construction industry, Family Trust structure, approx turnover just over $1m annually, and has 5 employees.

They currently manually manage sub-contractors (give the good ol' ring-around to see who is available for a specific job), but I'm keen to see if we can automate some of that management with some kind of integration (Fergus, Tradify or similar) to take the pressure off my client.

Love to hear your recommendations and experience!

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,318 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Reckon accounts hosted is the same basically as Desktop, but i think a little more expensive. The advantage is that you can move your current file directly into Hosted and features are much the same so you would have no problem, it can also be used from any computer as it is online and stored on Reckon’s servers.

    Reckon One is totally different, the file cannot be moved over and so would have to be setup from scratch. The screens are totally different and for me at least would be quite foreign to use after years of using Reckon desktop/Hosted

    This also is online so can be accessed from any computer

    i have no experience with the integration programs you mention. I hope this gives you some relevant feedback

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,444 Community Manager Community Manager
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    Hi @DebR

    While Reckon Accounts Hosted and Reckon One are both cloud accounting software services, they're quite different in a lot of ways.

    Firstly, Reckon Accounts Hosted is a more mature software in terms of its features and functionality. Its based on our Reckon Accounts Enterprise software but with the added benefits of the cloud ie. you can login from an internet browser on any PC. Its more advanced and its features cover a broad spectrum for small to enterprise level accounting software requirements.


    Reckon One is the newer kid on the block and its a new cloud service built on newer technology and is super affordable along with being customisable in terms of features through its plans. While its not as rich as Hosted in terms of functionality for larger businesses, its an awesome solution for small business and is continually evolving.


    Each software has its own way of doing things so my recommendation to you would be to give each one a test drive by taking out a free 30 day trial and see how it works for you and your requirements 🙂

    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • DebR
    DebR Member Posts: 14
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    Hi @Rav ,

    Thank you. My client and I have decided to go with transferring over to Accounts Hosted. How can we best organise this?

  • DebR
    DebR Member Posts: 14
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    Thank you.

    Now, one last question - I believe we are able to download the file for offline use. I understand how to make the backup and download the file, but what I need to know now is how do we go about getting the appropriate permissions to use the RAH file in Accounts Desktop?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,437 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi @DebR

    Hosted users are entitled to a complimentary copy of the desktop version (Enterprise) for this purpose. It’s not automatic but you can request it from Reckon & you’ll then be provided with either a link (if via email) or the option to download it ☺️

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • DebR
    DebR Member Posts: 14
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    Thanks Shaz. Much appreciated! Will email them then! :)