Restoring to Hosted

Barbara Allen-Guthrie
Barbara Allen-Guthrie Member Posts: 219 Reckon Star Reckon Star

Have they changed how this is done, as I am unable to Restore anything to Hosted now as per these directions? Honestly I really struggle using Hosted, Desktop was a breeze

Answers

  • Reeta
    Reeta Reckon Staff Posts: 175 Reckon Staff
    edited September 8

    Hi @Barbara Allen-Guthrie

    Thank you for your query.


    To help us better understand the issue you're facing, could you clarify the following:

    • Which specific steps are not matching the instructions?
    • Are the options different from what's listed in the guide?
    • Is there an error message or unexpected outcome during any particular step?
    • At what point in the process are you having difficulty?
    • Is the issue happening when locating the backup file?
    • Or are you encountering a problem when saving the restored file?

    To provide some background, restoring a backup file in Reckon Hosted is quite similar to the desktop version. The main difference is that, instead of saving your working file on a local drive, you will be saving it to the Q: drive in Reckon Hosted (the cloud).


    Let me know and I will assist you in resolving the issue.

    Kind regards,

    Reeta

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,372 Personal Range Elite Expert Personal Range Expert

    Are you working on the desktop and then why are you restoring to hosted.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 219 Reckon Star Reckon Star

    Yes I am using Enterprises and want to Restore to Hosted for going away.

    I will phone Reckon now.

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,372 Personal Range Elite Expert Personal Range Expert

    If you follow the instruction that you mentioned it should only take a few minutes.

    Desktop save the backup to an easy to find location

    in hosted upload to B: drive

    restore to Q: drive

    Open as usual

    Just follow your previous instructions for more detail.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 219 Reckon Star Reckon Star

    I just rang and someone walked me through it, but can you tell me how to rename a file in Hosted?

  • Reeta
    Reeta Reckon Staff Posts: 175 Reckon Staff

    Hi @Barbara Allen-Guthrie ,

    Good to hear that the restore process has completed.

    For renaming the file in hosted platform, please refer to the KB below:

    https://help.reckon.com/article/lw2m1ip0i2-how-to-rename-a-data-file-on-the-reckon-accounts-hosted-platform

    Hope this helps.

    Kind regards,

    Reeta

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  • Barbara Allen-Guthrie
    Barbara Allen-Guthrie Member Posts: 219 Reckon Star Reckon Star

    Thanks Gerry just FYI this actually did not work smoothly, Reckon had to login and rename, log out, login, rename over and over until the file would open, so was quite difficult :-(

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  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,372 Personal Range Elite Expert Personal Range Expert

    Sorry to hear that as long as they sorted you out eventually

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com