DATA RECOVERY: Recommendations when downgrading from Reckon Reckon Accounts Hosted to the Reckon Accounts desktop software (File Downgrade)

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  • Updated 2 months ago
We recommend that before you request a data file downgrade service for your Reckon Accounts Hosted data file to the Reckon Accounts desktop format, that you generate key reports that you can use for comparison purposes or general record keeping.

Ensure that you have created a current backup of your data file which is error-free, confirmed by having the full validation option enabled during the backup process.

Generate the reports and save them as PDF or Excel worksheet.
You can click on the Print or the Export button in the report window.



Generate the following reports with Dates as at the current date that you are moving to the Reckon Accounts desktop software.

-Trial Balance 
- Balance Sheet
- Profit & Loss
- Customer Balance Summary
- Supplier Balance Summary
- Payroll Summary


When you have received the downgraded data file from the Data Recovery Team, you can generate these same reports. Comparing those generated on the Hosted platform and the desktop software to confirm the figures are identical. 

If they are not the same, then there may have been a problem with the data file which was rebuilt during the upgrade process. The Data Recovery Team will let you know of any specific period or dates or transactions that are affected.


Also consider generating the following reports for each financial year that you would like to have a snapshot of such as, from 01/07/20XX to 30/06/20XX (or whichever financial/calendar year you need). 

-Trial Balance 
- Balance Sheet
- Profit & Loss
- Customer Balance Summary
- Supplier Balance Summary
- Payroll Summary

- Transaction List by Date
- Journal Report
- Custom Transaction Detail Report


We recommend that you store these reports in a known folder location on your hard disk or online storage.


Regards,

Data Recovery Team
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Data Rec, Employee

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Posted 2 months ago

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Kevin Russell, Accredited Partner

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Is this a new service? I've never heard of this before. AFAIK it's impossible to downgrade once you move to hosted
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Data Rec, Employee

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Hi Kevin,

Not a new service.

When clients request it, we would need to perform an analysis to determine whether their file is a suitable downgrade candidate.