Conversations

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How do I create a Layby Customer in POS?
Click the Layby button on the top toolbar Click the New button Fill in your customers details and then click the OK button (...
  • Reckon FAQs, 6 years ago

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How do I transfer my data from Accounts to POS?
Click the Transfer button on the top toolbar Click the Next button Check the box next to each piece of information you'd like...
  • Reckon FAQs, 6 years ago

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How do I set up alerts in Accounts Personal?
Click Tools on the top toolbar and click Set Up Alerts Click the little plus (+) icon next to each category to view specific alerts...
  • Reckon FAQs, 6 years ago

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How do I create a project in Home and Business?
Click Business on the top toolbar, hover over Customers and click Add Customer Choose your customer from the Customer drop down menu...
  • Reckon FAQs, 6 years ago

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How do I add an account in Accounts Personal?
Click the Add Account button Choose the type of account you'd like to create and click the Next button Note: In this guide we are...
  • Reckon FAQs, 6 years ago

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How do I set up users in Accounts Business?
Open the Users and Roles window Select company from the top toolbar menu Highlight Users Select Set Up Users and Roles Add a new use...
  • Reckon FAQs, 6 years ago

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How do I email invoices using Accounts Business?
There are a couple of different ways that you can email invoices when using Accounts Business: Send a single invoice Open the invoice y...
  • Reckon FAQs, 6 years ago

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How do I navigate the Accounts Business homepage?
The Accounts Business homepage has been designed to help you to complete your tasks quickly and efficiently.  That being said, not every...
  • Reckon FAQs, 6 years ago

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How do I add customers in Accounts Business?
Hover your mouse over Customers and select Customer Centre Click the New Customer & Job button and select New Customer Enter yo...
  • Reckon FAQs, 6 years ago

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How do I add suppliers in Accounts Business?
Hover your mouse over Suppliers and select Supplier Centre Click the New Supplier button Enter your supplier's contact details. ...
  • Reckon FAQs, 6 years ago

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How do I add items in Accounts Business?
Hover your mouse over Lists and select Item List Click the Item button and select New Enter the items details. When you're do...
  • Reckon FAQs, 6 years ago

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How do I set up users in Reckon One?
Hover your mouse over Administration and select Users Click the Add a user button Enter the users details. The fields that are m...
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How do I add suppliers in Reckon One?
Hover your mouse over Contacts and select Suppliers Click the Add a contact button Enter your supplier's contact details. The fi...
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How do I add customers in Reckon One?
Hover your mouse over Contacts and select Customers Click the Add a contact button Enter your customers contact details. The fie...
  • Reckon FAQs, 6 years ago

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How do I create a book in Reckon One?
Click the Add a book button Decide on a name for your book and select the industry that best describes your business (scroll to the...
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How do I make a payment in Reckon One?
Hover over the Transactions tab at the top of the page and click Make a payment. Make sure you select the right account and month an...
  • Reckon FAQs, 6 years ago

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How do I navigate the Accounts Hosted homepage?
The Accounts Hosted homepage has been designed to help you to complete your tasks quickly and efficiently. That being said, not everyon...
  • Reckon FAQs, 6 years ago

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