RECKON ONE - Getting started with your book

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  • Updated 1 year ago
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Before you jump in to Reckon One, you will need to configure your Reckon One book.
 This video will take you through the easy steps to fully configure your Reckon One book exactly as you need through the new Reckon Portal.

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Rav, Community Manager

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Posted 1 year ago

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Hi Rav,

Just a suggestion for a possible update to this video.

It would be helpful if this video mentioned that it is recommended to set your book start date as the first day of the previous financial year and not the current one.

I set my book with the first day of my current financial year and now I am unable to enter any past transactions that effect my current financial year.
Other softwares allow you to enter historical sales and purchases that are prior to your start date in order to match the accounts receivable and payable opening balances and I did not know that Reckon One did not have this option until later. It would also be helpful if the information hover pop-up mentioned this as well during the set up process.

Just a suggestion,

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Very new here. Looking for this type of material exactly. Thanks.
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Rav, Community Manager

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Hi accountingfan,

Good to have you on board!

We've got a whole bunch of Reckon One How-To videos which can help you through a number of tasks, check out the full playlist on the Reckon YouTube channel HERE or on the Community area here