Migrating from desktop to hosted?

JBRangakoo

Hi reckon team.

We have Reckon Accounts Enterprise: Manufacturing and Wholesale Edition and desktop.

We have company files for AU, NZ & UK

I am not an accountant or book keeper and our terrific staff are quite busy with regular work so I am wondering about what's involved and the level of "disruption", if any, we'd expect migrating to online versions.

Alexis McKeown

Dear @JBRangakoo ,

There'd be very minor disruptions.

The process is as follows:

1. You create your Hosted license with the sales team (or licenses, if you have multiple users accessing the company files daily);
2. Once the license(s) are created, you'd cease activity on Reckon Accounts Desktop;
3. You'd login to Hosted and upload your company file to Hosted;
4. Optional: You'd share your company file to your other licenses/accountants/bookkeepers;
5. You'd resume normal operation on your company file.

Depending on the amount and size of the file, this can take a 2-3 days maximum.

To see how you can upload files, you can review our guide here:

#TipTuesday - Reckon Accounts Hosted - Top Troubleshooting Tips (It's Tip 7)

And you can find out how to share files here:

#TipTuesday - How to Share and Unshare Company Files

Kind regards,

Alexis McKeown

Reckon Senior Technical Support

JBRangakoo

Thanks, Alexis, for your prompt reply.

We have 5 users, our "wholesale & Manufacturing" is for our AU head office, the other licences handle our UK (GBP & EUR) and NZ (NZD) businesses.

I am trying to find out more to reassure our team that the changeover would be straightforward.

So we can just upload our Reckon company file from our Reckon server in our office, to the hosted service?

Cheers

John

Alexis McKeown

Dear @JBRangakoo ,

That's correct - you can directly upload your company file from Desktop to Hosted and use it within the span of an hour (at most, depending on size of the file/speed of your internet).

If multiple people access it, you can share it between them as mentioned.

Kind regards,

Alexis McKeown

Reckon Senior Technical Support

Acctd4

That's correct @JBRangakoo 😀

The process is fairly simple as - unlike with desktop - there's no installation required. Once you upload the file to the platform, you just "share" it to your other users. This prompts the platform to create a unique shared folder - that all users then have access to - where the company file resides 😊

Feel free to get in touch direct if you need assistance.

JBRangakoo

Thanks Alexis,

That sounds encouraging, I'll discuss with our team.

Cheers

John

Alexis McKeown

Dear @JBRangakoo ,

It's never a problem at all - and thank you @Acctd4 for weighing in. 🙂

If you need any further information, you're always welcome to ask us here on the community, or reach out to our Sales Team.

Kind regards,

Alexis McKeown

Reckon Senior Technical Support