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Is there a way to export a customer list, transaction rules, etc?
Is there a way to export a customer list, transaction rules from one book in Reckon One to another book. I've got two companies with the same customers/suppliers and transaction types and want to save setting them up again. We got Chart of Accounts moved over but see no way to do the same with other lists.
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Importing data to Reckon One from MYOB
I have a client that wants to change from MYOB to Reckon One at the EOFY. They do not want to import any financial data but would like to import all their customers and suppliers ony. I have both of these as a comma delimited txt file, is it possible to import these to R1?
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Exporting book data
Hi, I presently use Reckon One as a shared book, and would soon like to take over the book for use only use myself. Can I continue to use the current book and remove the other party, or will I need to create a new book? If so, I will need access to all the data & transactions, so can all this data be migrated to a new book…
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How to edit account type of Cash Management Account?
After the migration Cash Management account became under Current Liability Section. How can I transfer it under Current Asset section? Please help!!!
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How do I allocate an unused customer adjustment note when no available transaction?
Following an MMC migration from Sage, some historic Write-offs were unallocated. The original invoices were created prior to the 2 years of transactions migrated. The MMC process (for those accounts prior to the 2 years) was to create a journal entry: DR Accounts Receivable / CR Retained Earnings, for each customer…
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Project Tracking in Accounts Hosted Vs Reckon One
Hello, I have been a Reckon One User for many many years but our business has matured to a point where I am finding the capability for project tracking does not match my expectations. I simply want to track expenses like bills against a project in the same way that payroll is tracked. I want to insert a bill against a…
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Is finalisation necessary before transferring to Reckon One?
I am intending on transferring a client's data file from my firm's Reckon Desktop software to Reckon One. Do I need to have everything completely up to date and finalised to the most recent period end before doing so? Any advice would be greatly appreciated.
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Reckon One back to Reckon Hosted
Hi - I would like to move back to Reckon hosted due to too many issues with Reckon One - how do I export reports to do this?
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"Migration didn't work"
To the Reckon staff, I am currently trying to log into the newer Reckon Payroll app as the old STP app has been retired, but each time I have tried, I am given the message that Migration didn't work. I have filled in all the employee information such as D.O.B. and email as per the advice of help staff that I have called,…
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Setting up Reckon One for Payroll
Can I migrate Payroll data from Reckon Premier to set up a Reckon One .
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Moving to the cloud
Hello, Currently, we run Reckon on our own server. This server is now end of life. I am looking for guidance on moving our file(s) to the cloud. Reckon have a few offerings,[Reckon One and Hosted] I cannot get through the sales bling to get information the technical reality of moving/migrating the file onto a platform that…
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Retrospective Submission to ATO made on STP App (2019)
Hello, Using the new Reckon Payroll App, after migrating from STP, how far back can I get my payroll infromation? I have migrated, but cannot see my payroll data which was entered with the STP app 2 years ago. Thank you
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Migrate from Reckon Accounts plus 2021 to Reckon One
I use Reckon Accounts plus 2021 and would like to migrate to Reckon One. Reckon One can migrate data free for Chart of accounts list Customer list Supplier lists Items list But the free standard data migration does not include account, customer or supplier balances, and any individual transactions such as bills, invoices,…
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Bypassing white screen for free payroll app without using faceID?
hi Rav, following on from a previous discussion, is there a way to overcome the white screen of I’m not using faceID? Everything else remains the same as the previous discussion ie. new phone, iOS 15 etc. many thanks
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How to transfer Reckon Accounts EasyStart: first business Edition 2014 info from old laptop to new
Hi all, I am looking to transfer my reckon account from my old laptop to my new one and I am not 100% computer savy. Would really appreciate your help. Thanks. Also I keep getting an error message coming up saying "failed to open licence centre template file." What does this mean? Thanks, Jen