How to connect or sync my ReckonAccounts Plus 2013 with my Point Of Sale?

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  • Updated 11 months ago
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Hi,

I was wondering if it's possible to somehow connect/sync my ReckonAccounts Plus 2013, that when I mark off payments that I've received using the "Receive Payments" function, that they will also deduct from that specific customer's "Balance" when looking at their "Balance" found under the "Customer Number" or "Cust. Number" function when using the Point of Sale Lite 2013 Terminal?

I thank you in advance for looking into it, or for any possible help you all may have.

Rae.
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Rae

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Posted 11 months ago

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John G, Information Support Analyst

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Welcome to the Reckon Community Rae,

All sync-ing between Reckon Accounts and Reckon Point of Sale is done through the Transfer option (RA to RPOS) and End-of-Day/Post option (RPOS to RA).

The Transfer will overwrite such items as stock levels and customer balances in RPOS with values in Reckon Accounts at the time.  Its recommended that a Transfer be done after an End of Day has been processed to RA, and before the start of the next trading session.  


Hope this helps.

regards,
John