Getting started with Reckon One accounting?
If you’ve recently moved from Reckon Accounts, this guide will help you set up Reckon One 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
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
Invoices
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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. |
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Estimates
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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. |
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Bills
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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. |
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Step 3: 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.
You’re all set up! What’s next?
Create an invoice
Ready to send your first invoice in Reckon One? This step-by-step guide shows you how to create, customise and send invoices with confidence.
Set up Stripe to get paid faster
Stripe lets your customers pay invoices online by card or mobile wallet. This guide shows you how to connect Stripe and start receiving payments faster.
Create custom reports
Save changes to a Reckon One report, including filters, reporting periods and display options. Create customised reports you can quickly access whenever you need them.
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.
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
