Set up accounting 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 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.

GUIDE TO CHECKING YOUR DATA

Data doesn’t look right? Get help

What is bank reconciliation? Bank reconciliation is the process of comparing the cash activity in your financial records to the transactions on your bank statement to help identify any mistakes and monitor cash flow. Once BankData is connected to your bank, your latest banking and credit card transactions flow in to Reckon One automatically, ready for you to reconcile.

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

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

Estimates

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

Bills

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: 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.

How to set up Open Banking

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.

How to invoice

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.

How to set up Stripe

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.

About custom reports

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.

Book in with one of our team

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.

What do I need to have ready before I start?

Before you begin, it’s a good idea to have your business details, ABN, financial year information and relevant accounting or payroll details handy. If you’re migrating existing data, make sure your Reckon Accounts file is up to date before submitting it for migration.

Is moving my data from Reckon Accounts free?

Reckon offers free data migration with eligible paid Reckon One plans. The standard offer includes either a basic migration or up to one year of historical transactional data plus year-to-date data, depending on the migration option selected. Additional fees may apply if you need data converted outside the included migration scope.

Does my data come across automatically, or do I enter it by hand?

You don’t need to re-enter all your data manually. Reckon’s migration partner, MMC Convert, can transfer supported data from Reckon Accounts into Reckon One for you. The data that can be migrated depends on the migration option you choose and can include your chart of accounts, customers, suppliers, balances, invoices, bills and payroll information.

Can I keep using Reckon Accounts while I set up Reckon One?

You can continue to refer to Reckon Accounts, but once your migration has started, don’t make changes to your old books that you expect to appear in Reckon One. Changes made to your Reckon Accounts data after the migration begins won’t be carried across.

Do I need to re-enter my employees for Single Touch Payroll?

Not necessarily. When migrating from Reckon Accounts Desktop or Hosted, supported employee information can be migrated to Reckon One, including employee details, year-to-date payroll and leave balances, and pay item setup. You’ll still need to check your payroll information after migration and make sure Reckon One is correctly set up for STP before submitting your next pay run.