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How to delete a data file on the Reckon Accounts Hosted platform
Step 1: Login to the Hosted platform Access the Hosted platform login page through the link below. AU https://hosted.reckon.com/RAHV2/ReckonAccountsLogon.aspx NZ https://hostednz.reckon.com/RAHV2/ReckonAccountsLogon.aspx Step 2: Launch the Accounts Hosted application Choose the correct Hosted version and launch it by…
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How to sort or re-sort Lists in Reckon Accounts
Users may choose to manually sort the order in which list entries are displayed such as in ascending/descending order, in a Flat View or Hierarchical ViewFor most List types (Accounts, Items, Customers, Suppliers, Employees, Other Names, etc) there exists the ability to re-sort the list back into its original alphabetical…
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How to change a user password in Reckon Accounts Hosted
How to change a user password in Reckon Accounts Hosted Login to Reckon Accounts Hosted In the Dashboard, click on the Control Panel button. Click on Manage Users. Select the user you want to manage by clicking on the User ID link Enable / Tick the Change Password checkbox Set a new password and re-type it and click…
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How to find out or change the Reckon Portal username or email address
Confirming your Username1) Sign-in to the Reckon Portal 2) On the left side navigation select Account3) Then select Staff 4) When the list is displayed you can see the Usernames along with their associated email address 5) In most cases these should be the same, if not then you need to be aware of what your Username is…
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How to restore a backup file (QBB) in Reckon Accounts Hosted
Step 1: Login to the Hosted platform Access the Hosted platform login page through the link below. AU https://hosted.reckon.com/RAHV2/ReckonAccountsLogon.aspx NZ https://hostednz.reckon.com/RAHV2/ReckonAccountsLogon.aspx Step 2: Launch the Accounts Hosted application Choose the correct Hosted version and launch it by…
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How to create invoice layout in Reckon Accounts Hosted similar to Reckon One
Reckon One has a few invoice template layouts The Reckon Accounts Hosted platform has a Layout Designer which is much more powerful and flexible than what is currently available for Reckon One. It can do more than just change fonts, colours and add logos.The Layout Designer allows for customisation of the invoice with…
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How to reduce data file sizes larger than 500MB for Reckon Accounts Hosted
There are multiple paths you can take to reduce the file size of your current data file when it gets quite large. There are many reasons why you would want to reduce the size of the file such as performance and storage considerations. The classification of what is perceived as small, medium or large can be quite elastic.…
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How to reduce data file sizes larger than 500MB for Reckon Accounts Business (desktop)
There are multiple paths you can take to reduce the file size of your current data file when it gets quite large. There are many reasons why you would want to reduce the size of the file such as performance and storage considerations. The classification of what is perceived as small, medium or large can be quite elastic.…
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How to Verify Data and Rebuild Data for a company data file in Reckon Accounts Business
Check out our help guide linked before for step by step instructions on verifying and rebuilding your data in your Reckon Accounts Desktop company file
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How to perform a data file verification (Verify Data) in Reckon Accounts Hosted
As part of a data file maintenance routine, you may need to use the Verify Data function. When you have a large data file, this process can take more than 10 minutes, in some situations it can take hours. Be prepared for this and do not initiate this process in the middle of your workday unless necessary. 1. Click on the…
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Recommended procedure when changing passwords on Reckon Accounts Hosted
Find below some recommendations for when you are changing the Admin password for a company data file on the Reckon Accounts Hosted platform. 1) Ensure that all users are logged off the specific company data file Have all users perform the action - click the File menu then click Close Company/Logoff 2) Open the company file…
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How to perform a data file rebuild (Rebuild Data) in Reckon Accounts Hosted
As part of a regular data file maintenance routine, you may need to use the Rebuild Data function. 1. Click on the menu sequence, File > Utilities > Rebuild data Click the OK button when you see either one of these dialog windows If you see the Save Backup: Method screen, click the Options button. If you see the "Save…
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How to create a backup in Reckon Accounts Hosted with complete verification
Follow the steps below to create a backup file with complete verification. With your company data file open in the Reckon Accounts software. 1. Click on the File menu > Save Copy or Backup 2. Select the Backup copy option and then click the Next button 3. In the Save Backup: Method screen, click on the Options button 4. In…
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How to download a backup file (*.QBB) from Reckon Accounts Hosted to your local computer
When you see the Reckon Accounts Login screen, press the Cancel button. Downloading the file: 1) Once logged into Reckon Accounts Hosted, click on the floating toolbar as shown below. 2) Click on the ‘down arrow icon’ to download the file. 3) You will see the file browser window will open. It will by default look into the…
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How to log off sessions for users who are stuck after connection lost on Reckon Accounts Hosted
Login to the Hosted platform. In the Dashboard, click on the Control Panel button. In the Control Panel screen, click on 'Log off Remote Sessions' If there are user session present, click on blue hyper link 'Log off user'. Regards, Data Recovery Team