Free utility for Reckon Hosted and Reckon Desktop

PhuongDo · December 2018

Hi all,

I have been with the community for quite some time, I have seen many posts asking for something that Reckon Desktop (or Hosted) don't support yet. Just want to create a free tool that can help many of you here.

So my idea is to have a tool that can do the following things:

1. Connects to either Reckon Desktop or Reckon Hosted
2. Allows you to do a batch update to transactions such as marking on/off to be printed, batch deleting/void, merge customers without recent sales to a generic customer, etc..
3. Provides some reports that not available in Reckon, any ideas here?
4. Some simple data import from CSV/Excel (ie Journal Entry, Invoice, Timetracking with start/end date)

Above are some features of the tool, anyone has any other ideas is welcome. Top 5 most wanted features will be included in the tool

Thank you all and enjoy your weekend!

Linda ABC · December 2018

Task No 2 would be great Phuong! so to be able to batch delete To be Printed and also To be Emailed?

Reports that Reckon does not provide - all Sales by Item reports (and basically any report involving inventory) - to subtotal and total on QUANTITY as well as value!

Thank you!

PhuongDo · December 2018

Hi Linda,

Thanks for your suggestion about the report.

And yes, it can batch update to be printed and also to be emailed. And batch update/delete/void. For example, update memo of transactions within a date range or match some criteria.

Thanks,

Phuong

Free utility for Reckon Hosted and Reckon Desktop

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