how+to+create+bank+account+in+chart+of+accounts+reckon+one

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  • Updated 4 years ago
How do I create a "Bank" account in Reckon One?  In the drop down box for account types, "Bank" is not available.
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Phil Diefenbach

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Posted 4 years ago

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Qwerty

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Hi Phil,

Day to day (menu) > Banking > Bank accounts > Add
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Qwerty

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Once you have setup the accounts via the banking screen, the chart of accounts screen will show bank accounts under the Assets tab & credit card accounts under the Liabilities tab.
(Edited)
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Phil Diefenbach

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Thanks Qwerty.  That worked.
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ARC BookKeeping, Accredited Partner

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Hi Phil,

Yep it got me too....so used to going to COA to add bank accounts, nope in Reckon One its in banking on the same page that lists all bank accounts.

Easy once you know how.. :) 

Cheers

Angie Carlyle
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Sarah Colbourne

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Hi, I have tried this but I keep getting this message "Error.An error occurred while processing your request" Should I ring help desk?

Thanks 

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John G, Information Support Analyst

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Hi Sarah,

Welcome to the Reckon Community.

Sounds like it could be a temporary problem.  Close your Book, reopen it and try again.  Certainly if the error continues to occur call Technical Support.


regards,
John.