can one store the Reckon accounts database on a onedrive folder

Nick Ogbourne
Nick Ogbourne Member Posts: 3
edited August 2020 in Reckon Accounts (Desktop)
I have it in mind to store our Reckon database on a OneDrive folder so that our treasurer can access Reckon from his office or from home on two different machines. Is that possible?

Regards

Nick

Comments

  • Nick Ogbourne
    Nick Ogbourne Member Posts: 3
    edited August 2019
    Ye gods!  That was quick.  Thanks.  Hosted? No idea - set up before my time but TeamViewer - not specifically that as - being a not-for profit we can't afford it.  But we are using Remote Utilities and that is such an obvious answer.  Embarrassed not to have thought of it myself. :)

    Thanks a lot.

    Nick
  • Spilly
    Spilly Member Posts: 182 ✭✭
    edited August 2020
    As for a Not For Profit / Clubs etc, take a look at reckon one, from $5 a month $8 with Invoices. Not sure to many not for profits need anything else. Changing Treasuers is simple.
  • Nick Ogbourne
    Nick Ogbourne Member Posts: 3
    edited October 2018
    Thanks for that - I will pass on to our treasurer
  • Jeff Parker
    Jeff Parker Member Posts: 14
    edited June 2020
    I've been using OneDrive for years for both Reckon Accounts Premier and Accounts Personal, so I don't know why people are saying it can't be done. I do this as I have a main desktop PC and a laptop, both syncing with OneDrive, and I use the laptop when travelling.

    The trick I found is to NOT install the database server on the PCs and to make sure that the sync is completed before openning the datafiles on the other PC, and I also ensure that the files are never openned simultaneously on both PCs.

    Very infrequently I get some trouble when wanting to save a Portable backup (to send to my accountant), with OneDrive and RA getting confused when closing and reopening the Premier datafile. I get around this by temporarily copying it to my PC, creatring the Portable file and then deleting the temp local copy. This used to work OK but at some stage something changed with either or both OneDrive and RA, and it intermittantly has a problem.

    In your case I think this could be managed and you could effectively use OneDrive for your needs.
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited June 2020
    Hi Jeff

    The technical side of things is definitely not my forte lol

    I recently decided to try One Drive as a means of backing up all my PC files & folders but found it only backs up files under it's "Documents" folder so ..... I moved my main files so they'd get included & am now currently unable to issue my invoices as I can't email/print/save to PDF any customised invoices!  :(
     
    It's looking like moving the files has somehow dropped out just my customised invoice templates as if I select a Reckon default one, all methods works fine.  Similarly, reports are fine & so are all other templates/forms!?

    The "Personal Vault" seems a bit problematic with it's lock/unlock requirement regularly resulting in syncing errors ?

    I had been thinking I should just abandon OneDrive completely as it's not a feasible option/more trouble than it's worth but your comment has made me reconsider.

    Have you got it configured to backup your RA Premier Program & associated Files?
    Do you use the "Personal Vault"? 
     

    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!)
  • Jeff Parker
    Jeff Parker Member Posts: 14
    edited June 2020
    Hi Shaz, I can't explain why your customised templates weren't availablle. Mine are, but I can't recall if there was a fiddle needed when I made the move to OneDrive (many many years ago). There is an Export and Import function for Templates - might be worth trying that.

    I've never used the Personal Vault. Indeed I'm using OneDrive for Business, which doesn't have this. I have Personal OneDrive but don't store the RA datafiles there.

    I don't really think of OneDrive as a "backup" solution, which is one thing it does. It is where ALL of my files reside. They automatically sync to the cloud and are then also available on other PCs I use and my phone. It is best to think of it I think as a storage solution.

    OneDrive also keeps previous versions of files, so you can use it to restore files too if needed.