MIGRATION: How to submit a Reckon Accounts Hosted backup file for a Custom Conversion analysis

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  • Updated 1 year ago
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Send us the Reckon Accounts backup file (QBB) for analysis:

 This would allow you to continue using the Hosted platform and allow the conversion team to perform the analysis.

Please be aware however that any changes you make on the Hosted platform will not be in the data file you have submitted.

 

1) Create a backup of your Hosted company data file

How to create a backup in Reckon Accounts Hosted

 

2) Save a copy of your backup set from the Hosted B: drive to your local computer

How to save a copy of your Reckon Accounts Hosted backup to a local computer


3) Provide the backup file to us by clicking the link below

Send the QBB File for analysis


Click on the + Add your files button.

 

 Add our email address reckonmigration@reckon.com

(ensure it is correct as any notifications will be sent there).

 Add your email address (ensure it is correct as any notifications will be sent there).

 In the Message field, place the following info:


Custom Conversion Request (Hosted QBB)

Company Name: _______________________

Contact Name: _________________________

Data File Password: _____________________

Requirements: _________________________


Let us know your specific requirements such as the starting/ending periods for the transactions you want to be migrated.


Example: "I want Lists and Balances as at 30/06/2017, also transactions starting from 01/07/2017 onwards to the most recent dated transaction"

This will let us know that the file being submitted is assigned to your case and allow the conversion team to perform the analysis.

If you do not provide this information, it will result in delays processing your case.
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Posted 1 year ago

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