Reckon One setup guides

These guides take you through setting up Reckon One step by step, from your chart of accounts and bank feeds to employees, pay items and Single Touch Payroll.

Choose your set up path

You are starting fresh, whether that is from other accounting software, from spreadsheets, or from a brand new business. These guides set Reckon One up from nothing.

You are already a Reckon customer. These guides cover what comes across, where familiar Reckon Accounts features now live, and what you need to check before your first invoice or pay run.

Accounting

Set up your business, customise your settings, connect your bank and create your first invoice.
[6 steps · about 40 min]
Start the accounting setup guide

Accounting & Payroll

Set up your business and get started with key steps for invoicing, bank feeds and and processing payroll.
[12 steps · about 70 min]
Start the combined setup guide

Payroll

Add employees, build pay items, switch on Single Touch Payroll and process your first pay.
[8 steps · about 45 min]
Start the payroll setup guide

Advanced Payroll

After you’ve setup the basics, this guide introduces advanced payroll features and workflows to save you time and get more from Reckon One.

[6 steps · about 45 min]
Start the advanced payroll guide

Accounting

Review your migrated data, set up your business, customise your settings, connect your bank and start invoicing.
[10 steps · about 40 min]
Start the accounting migration guide

Accounting & Payroll

Review your migrated data, then get started with key steps for invoicing, bank feeds and and processing payroll.

[12 steps · about 70 min]

Start the combined migration guide

Payroll

Review your migrated data, check your payroll setup and process your first pay run.
[8 steps · about 50 min]
Start the payroll migration guide

Advanced Payroll

After you’ve setup the basics, this guide introduces advanced payroll features and workflows to save you time and get more from Reckon One.
[6 steps · about 35 min]
Start the advanced payroll migration guide

Before you start

Find answers to common questions about getting started, and setting up Reckon One.

Can I move my data from my current accounting software to Reckon One?

Yes. If you’re moving to Reckon One from a supported accounting software, we can help migrate your existing business data through MMC Convert, our trusted migration partner that specialises in converting accounting data between software platforms.

How long does it take to migrate my data to Reckon One?

Most migrations through MMC Convert take around 3–5 business days. We recommend allowing time for your migration and reviewing your data before you start using Reckon One.

Can I keep using my current accounting software while my data is being migrated?

You may be able to continue accessing your existing software but avoid making changes once your migration data has been submitted. Any new transactions or changes made after this point may not be included in your Reckon One book.

What data can be migrated to Reckon One

The exact data migrated will depend on the accounting software you’re moving from, but generally MMC Convert can migrate:

Chart of accounts and opening balances

Customer and supplier details

Invoices, credit notes and payments

Bills, credit notes and payments

Bank and credit card transactions

Manual journals

Items and item details

Employee details and payroll setup, including YTD payroll and leave balances, pay items, allowances, deductions and super

Inventory items if you’re moving to the Ultimate plan

Single-currency files

Only active data is migrated – inactive data will not be included. This includes one year of historical transactions, plus the current financial year to date.

Some information may appear differently in Reckon One due to differences between accounting platforms. You’ll be provided with details of what is included in your migration before you get started.

What do I need to do before my migration starts?

Once your migration is arranged, you’ll receive direct communications from MMC Convert with instructions on what you need to provide and any steps you need to complete.

Before submitting your data, make sure your accounts are up to date and complete any important transactions. Follow the instructions from MMC Convert carefully to help your migration run smoothly.

How will I know the status of my migration and when it’s complete?

MMC Convert will communicate with you directly throughout the migration, keeping you updated on the status and progress of your conversion. They’ll also let you know when your migration is complete and your Reckon One book is ready.

Before you start using Reckon One, it’s important to review your migrated data and make sure everything looks right.

What should I do if something doesn’t look right after my migration?

If something doesn’t look right when reviewing your migrated data, don’t start making changes in Reckon One just yet.

Sometimes information may simply be displayed differently in Reckon One compared to your previous software. Make a note of anything that looks incorrect or missing and the MMC team can help you review your data, explain any differences and work through any issues before you get started.

What if I’m new to accounting software and don’t have any data to migrate?

No problem. You can start fresh in Reckon One without a migration. We have onboarding support, guides and resources to help you set up your business and get started with Reckon One.

Before you start

Find answers to common questions about getting started, moving your data and setting up Reckon One.

Can I keep using Reckon Accounts while my data is being migrated?

Yes, you can still access Reckon Accounts while your migration is underway, but it should be used for viewing your data only. Please don’t make any changes or enter new transactions, as these changes won’t be included in your Reckon One migration.

Can I make changes or enter new transactions in Reckon Accounts during the migration?

No. Once your migration has started, please don’t make changes or enter new transactions in Reckon Accounts. Any changes made after your data has been extracted won’t be included in your Reckon One book.

You can continue to access Reckon Accounts to view your existing information while your migration is underway.

How long will my migration take?

Most migrations are completed within 1 business day. More complex files, including those with payroll, may take around 3–5 business days.

We’ll let you know when your migration is complete and your Reckon One book is ready to review.

What do I need to do before my migration starts?

Before your migration begins, make sure your Reckon Accounts data is up to date and complete any important transactions or changes.

Once your migration starts, don’t make any further changes in Reckon Accounts. You can still access it to view your existing data.

We’ll let you know if there are any additional steps you need to complete before your migration.

What data will be migrated to Reckon One?

We’ll migrate key business data from Reckon Accounts to help you get started in Reckon One, including:

Customer and supplier details

Chart of accounts

Items (products and services

Bank and credit card transaction

Invoices, bills, credit notes, sales receipts, and customer and supplier payments

Bank and credit card transactions, including your bank reconciliation status

Manual journals

Opening balances

Payroll setup: employees, pay items, super funds, pay schedules and year-to-date balances (plans that include payroll)

Classifications

Quotes and purchase orders

Inventory tracking (Premium & Ultimate plans only)

Projects (Premium & Ultimate plans only)

Make deposit transactions would appear as journals

Other Names list migrate as Customer/Supplier type

We’ll bring across the current financial year plus the two previous financial years. Anything older is summarised into your opening balances.

Inactive accounts, customers, suppliers and items that still have a balance or activity in that period are migrated and kept inactive.

Once your migration is complete, it’s important to review your migrated data before you start using Reckon One.

What data won’t be migrated to Reckon One?

Some information isn’t transferred to Reckon One, including:

Inactive records with no balance or activity in the migration period

Budgets

Bank feeds

Timesheets

Sales orders

Memorised transactions

Multi-currency data

Attachments

Templates

Individual historical pay runs. Year-to-date totals are migrated instead.

Inventory tracking, projects or purchase orders, if your Reckon One plan doesn’t include them

Multiple Ship To addresses for a customer does not migrate.

Reconciliation status does not migrate for all R1 books.

Custom fields from Customers/Suppliers

Some of these features or information can be set up again in Reckon One after your migration.

When can I start using Reckon One?

Before you start using Reckon One, it’s important to review your migrated data to make sure everything looks right.

You can review your data yourself using our step-by-step guides, or let our Migration Aftercare team guide you through it. They’ll call you once your migration is complete to review your data with you and answer any questions.

You’ll also have the opportunity to book a 1-on-1 onboarding session to help you get set up and familiar with Reckon One.

Once your data has been reviewed, you’re ready to start using Reckon One.

What should I do if something is missing or doesn’t look right after migration?

If something doesn’t look right when reviewing your migrated data, don’t start making changes in Reckon One just yet

Sometimes, it may simply be because information is displayed differently in Reckon One than it was in Reckon Accounts. Make a note of anything that looks incorrect or missing and raise it with our Migration Aftercare team.

They can review your data with you, explain any differences and help resolve any issues before you get started.

Need help or support?

Visit help site

Clear, step-by-step articles that walk you through how to use features, at your own pace, whenever you need it.
Go to help site

Ask the Reckon community

Stay up to date with feature releases, ask questions, access how-to videos and learn from other users.
Go to Community

Contact Support

For personalised help with specific questions or issues, contact our customer support team so you can get back on track quickly.
Call 1300 756 663