WHAT VERSION OF RECKON SHOULD I USE????

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KellyH
KellyH Member Posts: 35
WHAT VERSION OF RECKON SHOULD I USE????
Currently using Reckon Accounts Hosted which is great, but needing to set up another business so I need a completely new version of Reckon and want to know what version of Reckon you would recommend I use. I want to be able to use ABA files and CSV files for both bills and payroll etc... I use a particular software program for the business and the software company has advised the program is currently set up to export using Reckon Cloud or Reckon Desktop. is this different to Accounts hosed.   I really have no idea where to start.   Any assistance would be greatly appreciated.

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  • Beatrice Rowsell
    Beatrice Rowsell Member Posts: 3
    edited January 2020
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    Hi Kelly

    You can set up a new Company using RECKON RECKON ACCOUNTS HOSTED at no additional cost.

    As you are familiar with the program this would be my recommendation

    You can contact us info@erbbookkeeping.com.au.

    Regards

    Beatrice.





  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
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    You can setup multiple companies in the one copy of Reckon Hosted
  • KellyH
    KellyH Member Posts: 35
    edited January 2020
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    Hi Beatrice.
    Yes I currently have a second company set up in my current Accounts hosted but I really want to keep this third company completely seperate.  Im also unaware if Accounts hosted will do everything I want such as ABA Files and CSV upload/downloads. 
  • KellyH
    KellyH Member Posts: 35
    edited May 2020
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    Hi Kris,
    Yes I currently have a second company set up in my current Accounts hosted but I really want to keep this third company completely seperate.  Im also unaware if Accounts hosted will do everything I want such as ABA Files and CSV upload/downloads. 
  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 2020
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    You can keep them totally separate by putting passwords on the files, and yes aba and csv ok. You should be able to see that in the company you already have setup
  • KellyH
    KellyH Member Posts: 35
    edited January 2020
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    Thankyou Kris for coming back to me.  Ive never used the csv or the aba in my current company files that is why im asking.  Ive been looking into it today and its looking as if I need to map the fields first and before I can upload the csv files.  Is this something you do at your end?  could you give me more info??

  • KellyH
    KellyH Member Posts: 35
    edited January 2020
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    Whereabouts are you located Beatrice.  Would be interested in having someone local come out and show me how to get the most our of Reckon.
  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 2020
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    I usually export a PDF or excel file, but I just tested it and exported a csv file, no different, nothing to do except download to computer. I just downloaded it to the ipad from the Q drive and opened it
  • KellyH
    KellyH Member Posts: 35
    edited February 2020
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    Thanks Kris.  Im actually wanting to import a CSV file.  I was able to import into Reckon and found where it is located but have no idea how to get the data then into an invoice.  Do you do something similiar with importing
  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,063 Reckon Staff
    edited February 2020
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    Reckon Accounts Desktop/Hosted will only import transactions that are in a specific plain-text tab-delimited format called "IIF". It will not import a CSV.
    You will need to transform that CSV into the IIF format.

    Example:





    Creating an IIF would require some familiarity with text file manipulation.
    The in-product Help has information about the IIF file format.

    Consider also the use of 3rd party software tools that can assist with the transformation of CSV data into a compatible IIF format or direct integration with the Reckon Account software.

    Here are some other community posts that may be useful.

    What is IIF
    Creating iif files to talk with Reckon Accounts
    Out of balance error with importing IIF invoice transaction
    Import Tool -New Innovated Free (Alternative to iif)


    3rd Party software.

    Cosmic Innovations Cosmic Apps for Reckon, we have it all !!! by Chandra

    ZED Systems https://www.zed-systems.com/axis-import.html