Set up payroll in Reckon One after moving from Reckon Accounts

If you’ve recently moved from Reckon Accounts, this guide will walk you through everything you need to set up payroll and start paying employees in Reckon One.

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 Payroll.

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: 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)

Learn how to register

Step 3: 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!).

How to set default accounts

Step 4: 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.

How to set up bank accounts

Step 5: 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.

How to choose a default super fund

Does your bookkeeper or accountant lodge STP for you?

If you have a bookkeeper or accountant that lodges your single touch payroll (STP), you’ll need to set them up to do this in Reckon One.

How to set up accountant lodgement

You’re all set up! What’s next?

Get started with your first pay run

Follow our step-by-step guide to process your first pay run, pay employees accurately, and become familiar with the payroll workflow from start to finish.

How to do your first pay run

Take payroll to the next level

Unlock time-saving features by setting up SuperStream, creating pay schedules, and customising payroll preferences for a smoother payroll experience.

Supercharge your payroll setup

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?

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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.