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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.
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?
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…
After the migration Cash Management account became under Current Liability Section. How can I transfer it under Current Asset section? Please help!!!
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…
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…
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.
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?
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,…
Can I migrate Payroll data from Reckon Premier to set up a Reckon One .
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