Reckon Cloud POS UPDATE (5 June 2018)

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  • Updated 2 months ago
Hi everyone,
Our new Reckon Cloud POS solution has received an update this morning which is now live. Check out the details of the update below:

INTEGRATING RECKON CLOUD POS WITH QUICKBOOKS ONLINE
You can now integrate your Reckon Cloud POS store with QuickBooks Online and post your receipts to your QuickBooks Online company.

How does it work?
  • Reckon Cloud POS creates an item called "Reckon POS Sales" and all receipts are posted with this item (individual items do not get posted).
  • Items that are used in Reckon Cloud POS will be posted in the "Description" field of the sale item so that its easier to understand the transaction.
  • Reckon Cloud POS will create a Sales Receipt for sales and a Refund Receipt for refunds.

How do I connect Reckon Cloud POS to QuickBooks Online?
  • Go to Management System > PREFERENCES > Accounting Software
  • Expand the Other Integrations option > next to QuickBooks Online, click the toggle to "Yes"



A new tab will now open asking you to enter your QuickBooks Online login credentials. After clicking the Sign In button please wait for the next screen, this page can take 5-10 seconds to load.



If you have multiple companies, you will need to select the appropriate company.

You will then see the below screen which requires you to securely authorise access by selecting the 'Connect' button. This will allow Reckon Cloud POS to access your Company to read & write data eg. invoices, payments, customers etc.



Once the above step is complete you will be redirected to the Reckon Cloud POS accounting software page.

Tax code for transactions with tax
Default tax code to be used when posting transactions to QuickBooks Online that contain a tax amount

Tax code for transactions without tax
Default tax code to be used when posting transactions to QuickBooks Online that do not contain a tax amount





SYNC RECEIPTS TO QUICKBOOKS ONLINE
  • Go to Management System > REPORTS > Sales Reports
  • Choose a date range and you can also select to filter any cash registers if you wish (optional)
  • Scroll to the Receipts tab > click "Sync receipts to QuickBooks" button to start posting receipts to your QuickBooks Online company
You will get the below confirmation pop-up, click "Export" to start posting.



Once successful, you will get the below confirmation message



If the post is unsuccessful, the error message will appear. Please try again and if the problem persists, please contact Technical Support.

  • Log in to QuickBooks Online and you will now see transactions that were posted from Reckon Cloud POS
(IMPORTANT NOTES: a receipt that was posted previously will not be posted again in order to avoid duplication. If you choose a date range that has a transaction(s) that was previously posted it will be ignored. Only transactions that have not been posted previously will be posted.) 











OTHER IMPROVEMENTS
  • You can now link a Reckon Accounts Hosted data file that contains more than 1000 items and customers
  • An extra space has been added between the taxable symbol and item name in the Receipt for a better visual experience
  • Reckon Cloud POS will now show a specific error message if payments by Paypal experience issues.
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Rav, Community Manager

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Posted 2 months ago

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