Solution:In Reckon Accounts Business of Hosted, go to Lists > Chart of Accounts > right-click your bank or credit card > Edit Account > Online Bank Details Please ensure that:1. Online Access Account is ticked;2. Your Financial Institution is selected...
Why do I get the error “Account not found” when I create a bill? The account I am using is in my Chart of Accounts and is active.Answer On the top menu line, click on Edit > Preferences > Accounting > Company Preferences; In the Accounts section, you will see the option Show low...
Switch or upgrade to Accounts Hosted. It’s fast, easy and free* to convert your data. How to move from another provider How to upgrade from another Reckon product *Free standard conversion only includes chart of accounts list, item list (inventory quantities on hand are not included), custo...
NOTE:Where there are no Account numbers in the Reckon file we fill in the Chart of Accounts with system generated numbers. You canupdate these in Xeropost conversion. NEXT STEPS: Create abackupof the Reckon file. Start your conversion: ...
An Action Checklist provides an analysis of your data and recommended next steps, including system differences Ready 1.Prepare your data 2.Start your conversion 3.Choose the package that suits yours or your clients needs Jet 4.We convert your data ...
Lists > Chart of Accounts; Right click your credit card ledger account and select Edit Account; Click on Online Bank Details; In the Account Number field, enter the Credit Card Account Number as it appears on your online statement. Need more help? Ask the Reckon Community at...
Although you entered your correct BSB number in your BankData application (eg: 124012), the Bank changes that number to the generic number in the transfer of information to Reckon. Solution Lists > Chart of Accounts > right click your bank > Edit > Online Bank Detail...
Clear the Subaccount of checkbox, and click OK. Check whether this resolved the issue. If this didn't resolve the issue, in the Chart of Accounts list, click the diamond to the left of the errant account and drag it to the left. View the report to check whether this fixed the issue...
Reckon Accounts - Estimates Issues Help file for "Integrated applications, Jobs & Estimates" Error message. Legacy KB ID: 1020 Question When in preferences in the "Integrated applications, Jobs & Estimates and Time Tracking" windows, pressing F1, or the Help button gives ...