Set up accounting and payroll in Reckon One after moving from Reckon Accounts
If you’ve recently moved from Reckon Accounts, this guide will help you set up Reckon One, review your migrated data, and get started with confidence.
Log in
A step-by-step guide on how and where to log in to Reckon One for the first time. We’ll show you where to go and what to expect when you arrive.
How to log in
Find your way around
This quick reference guide helps you navigate Reckon One and learn where everything is located. Think of it as your Reckon One travel guide!
Quick guide
Share your book
With Reckon One, you can share your book with colleagues and manage their access. Your work is too good to keep to yourself - share it around!
How to share your book
Part 1: Set up accounting
Here’s your step-by-step set up guide to getting started with accounting in Reckon One.
Step 1: Check your data and settings
Use our step-by-step guide to confirm your data migrated correctly from Reckon Accounts and ensure everything is set up for a smooth start in Reckon One.
Step 2: Customise templates
Choose and customise templates, so invoices, bills, and other documents look professional and include the details that matter to you.
Invoices
Estimates
Bills
Connect your bank accounts in minutes
Take control of how your Reckon One invoices look, so they match your brand and business needs. Choose from modern ready-made layouts, add your logo, or customise templates to fine-tune the branding, colours, and details shown on each invoice.
Learn more about invoice templates
Match and reconcile transactions faster
Adjust your estimate templates so they show the right information for your business and customers. Control things like your logo, business details, line items, totals, and notes to make your estimates clear and professional.
Learn more about estimate templates
Keep your financial data protected
Customise the company information that appears on your bills, including your logo, business details, and contact information. This helps ensure your printed and emailed bills reflect your branding and present a professional image.
How to customise bills
Step 3: Mark software ID as registered
Before your first pay run, you need to mark your software ID as registered in Reckon One.
In the Payroll menu, select Payroll settings then Software ID. Click on the button to confirm that your software ID is registered (no need to call the ATO, as they already know you’re with Reckon)
Step 4: Set up a bank feed
Open Banking feeds are one of the fastest and most flexible bank feed options, allowing you to automatically import your bank transactions into Reckon One.
Have questions?
If something isn't quite what you expected or you're unsure how something works, we're here to help. Reach out to our team and we'll be happy to point you in the right direction.
Part 2: Set up payroll
Here’s your step-by-step set up guide to getting started with payroll in Reckon One.
Step 5: Set default ledger accounts
This step ensures that every payroll transaction is recorded against a ledger account in your balance sheet and profit and loss.
Do it for the sake of accurate records (and a happy accountant!).
Step 6: Set up default bank accounts for payroll payments
Set default bank accounts for different types of employee and super payments, so payments come out of the correct bank accounts.
Step 7: Choose a default super fund
Make sure super is paid on time for any employee who hasn’t chosen their own fund yet. It’s a quick step that helps you stay compliant and avoid delays or headaches down the track. It’s also needed if you want your employees to self-onboard via our free app, Reckon Mate.
You’re all set up! What’s next?
Create an invoice
Ready to send your first invoice? Follow our step-by-step guide to create, customise and send invoices to your customers.
Do your first pay run
You’re all set up and ready to pay your employees. Follow our guide to process your first pay run from start to finish.
Create custom reports
Save customised report settings, including filters, date ranges and display options, so you can quickly access the reports you use most.
Save time and take payroll to the next level
Ready to supercharge your payroll setup? Our advanced setup guide covers extra steps designed to save you time, including setting up SuperStream, creating pay schedules, and configuring pay run preferences to save you clicks when processing pays. Discover how to take it to the next level.
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
Frequently asked questions
How long does it take to set up Reckon One?
Once your migration request is underway, your data will generally be converted within 3–5 business days. You’ll then have the opportunity to review your migrated data in Reckon One.
