Good morning everyone,
I’m experiencing ongoing issues with Reckon Desktop, which I use together with my manager. We both have the application installed on two separate Windows computers, and we’re sharing the company file through a shared network folder.
The main issue:
We are continuously losing data from the "Price Quote" section, even after manually re-entering the transactions. I can’t figure out why this is happening.
Here are the key points:
- Before setting up Reckon on two computers, everything worked fine. All files (QDF, HCX, etc.) were stored in a single shared folder, and there were no problems (as confirmed by my manager).
- Recently, I reorganized the folders—instead of keeping all files in a single directory, I moved and sorted files (HCX, QPH, QDF, IDX, etc.) into separate subfolders. The data issues started after that.
- Whenever I use Reckon, the system automatically creates new QDF files along with HCX, IDX, and other related files, which makes it difficult to identify the most up-to-date version. We now have multiple similar files, causing confusion and inconsistency.
My main questions are:
- Could the problem be due to Reckon not recognizing the updated file paths after I reorganized the folders?
- How can we stop Reckon from creating new duplicate files automatically?
- What is the correct way to use Reckon Desktop across two computers while ensuring data stays synced and up to date?
