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Hi, we have a company that part way through the year has changed their tax type from cash based to accrual based. How do we change this in the file? I have found how to change this in the settings but it doesn't let us change the tax type from a specific date it will only change the entire file. Is there anyway around this…
Downloading and uploading files is really easy using the new My Files menu which replaces the Floating Toolbar. You can now download or upload multiple files in one go! Check out our how-to video below for a walkthrough on downloading and uploading files in Reckon Accounts Hosted's new platform.…
Its Tuesday and you know what that means, its time for another #TipTuesday! Today I'm going to cover a quick little search tip that might help you get familiar with the new My Files menu. 🔍 Searching When you use the search bar to look for files, it's important to note that it currently only searches within the location…
Hi community I've probably missed it somewhere but what's the best way to move files from one folder to another in the Q drive with the new my files toolbar?
This discussion was created from comments split from: Search error on the Reckon Community (2 July 2025).
Hi There, After upadte in reckon, I am strugling with downloading the files from Reckon Accounts Hosted, for example I need ABA file to upload it to our bank for payment processing. For reference I am attaching the screenshot, when I am downloading a file and when I try to open it In my system it says file is unverified…
In the old toolbar, files and folders would display with their respective icons. Reckon company files would display their red Reckon icon, folders would display the folder icon and so on. This was an easy way to identify files in the Q drive but now everything has a uniform white file or folder icon in the my files box.…
How do i get the new hosted to remember the selections I make? I read the guides posted here and changed the file list to last modified and also to show 10 entries as suggested but it doesn't remember this after I close the box
Hi Rav & Reckon team I've been using the new Hosted upgrade for a while now and something that sorely needs updating is the navigation between locations using the breadcrumbs. If I go into a folder on page 7 and then want to go back up one level, I have to use the Q in the breadcrumbs navigation which takes me back to page…
Hi, I can see multiple discussions about the new platform and different ways of downloading and uploading files with the floating taskbar replaced with My Files menu. I have exported a report into Excel spreadsheet this morning and I cannot see it in My Files. I refreshed the screen. Is there a trick? And just a question -…
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