Important recommendations for password, backup and file maintenance on Reckon Accounts Hosted

IMPORTANT RECOMMENDATIONS:

The Reckon Community Support site and Knowledgebase articles are useful resources.

We recommend you read the article below before you change the password for the Admin user:

What is the recommended procedure when changing passwords?

We recommend regular user-created backups and file maintenance:

Ensure that you regularly perform a backup of the company data file.

How to create a backup in Reckon Accounts Hosted

Perform a file integrity check (Verify Data – complete verification) as part of your backup procedure

Consider making a backup before making any major changes such as external data import, password changes, etc

• A daily backup at the end of the day
• An end of week backup
• An end of month backup
• Keeping multiple copies of the backup in multiple locations (such as off-site)

Test that your backups can be restored successfully.

How to restore a backup file (QBB) in Reckon Accounts Hosted

Maintaining your own set of backup files gives you added flexibility in choosing a course of action in the event of an unforeseen problem occurring.

The Reckon Accounts software has built-in file maintenance functions called "Verify Data" and  "Rebuild Data".

DATA RECOVERY: How to Verify Data and Rebuild Data for a company data file in Reckon Accounts Hosted

By creating a backup with completed verification enabled, you ensure that the backup being stored is error-free. If an error is detected, then use the Rebuild Data function to try to fix it.

If the problem still persists and errors are still detected, consider restoring the last good manually user-created backup (faster, no fees, highly recommended)

If no backups are available, then send a copy of the damaged file to be repaired by the Reckon Data Recovery Team (fees apply, last resort option) by filling out the Data Service Request form.