{"id":304444,"date":"2026-06-10T13:21:14","date_gmt":"2026-06-10T01:21:14","guid":{"rendered":"https:\/\/www.reckon.com\/au\/?page_id=304444"},"modified":"2026-06-18T18:27:32","modified_gmt":"2026-06-18T06:27:32","slug":"ra-accounting-payroll","status":"publish","type":"page","link":"https:\/\/www.reckon.com\/au\/switch-to-reckon\/ra-accounting-payroll\/","title":{"rendered":"Accounting & Payroll Onboarding Guide"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”HEADER” _builder_version=”4.27.4″ background_color=”#f3f2f6″ background_color_gradient_direction=”171deg” background_image=”https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2023\/07\/Background.png” background_size=”custom” background_image_width=”50%” background_position=”top_right” bottom_divider_color=”#f3f2f6″ bottom_divider_height=”400px” bottom_divider_flip=”horizontal” bottom_divider_height_last_edited=”off|desktop” background_last_edited=”on|desktop” background_enable_image_tablet=”off” background_image_width_tablet=”50%” background_image_width_phone=”60%” background_position_tablet=”top_right” background_vertical_offset_tablet=”45%” background_vertical_offset_phone=”25%” da_disable_devices=”off|off|off” locked=”off” global_colors_info=”{}” custom_css_main_element_last_edited=”off|desktop” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”4″ make_equal=”on” _builder_version=”4.27.6″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.6″ custom_padding=”0px||||false|false” custom_css_main_element=”margin-top:auto;||margin-bottom:auto;” global_colors_info=”{}”][et_pb_text admin_label=”Made the switch to Reckon One Accounting” _builder_version=”4.27.6″ _module_preset=”default” ul_line_height=”2.5em” header_2_font=”||||||||” global_colors_info=”{}”]<\/p>\n

\u200b<\/p>\n

Getting started with Reckon One Accounting & Payroll<\/h1>\n

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.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”0px|0px|0px|0px|false|false” custom_css_main_element=”margin-top:auto;||margin-bottom:auto;” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/05\/Made-the-switch-Header.png” alt=”reckon einvoicing software user” title_text=”Made The Switch Header” _builder_version=”4.27.6″ _module_preset=”default” width=”90%” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.27.6″ _module_preset=”default” width=”100%” custom_margin=”||||false|false” custom_padding=”0px|0px|0px|0px|false|false” border_radii=”on|20px|20px|20px|20px” global_module=”305649″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”25px|25px|25px|10px|true|false” border_radii=”on|20px|20px|20px|20px” global_colors_info=”{}”][et_pb_blurb title=”Log in” image=”https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/user-lock.svg” alt=”youtube” icon_placement=”left” image_icon_width=”25%” admin_label=”Log in” _builder_version=”4.27.6″ _module_preset=”default” header_level=”h3″ header_text_align=”left” header_font_size=”16px” body_font_size=”14px” body_line_height=”1.4em” body_link_font=”|700|||||||” body_link_font_size=”14px” module_alignment=”left” custom_margin=”||||false|false” link_option_url=”https:\/\/help.reckon.com\/article\/ruqaiji1w0-login-to-reckon-one-after-reckon-accounts-migration” link_option_url_new_window=”on” custom_css_free_form=”selector svg{|| padding: 0px !important;|| height: 40px !important;|| width: 40px !important;|| margin-right: 15px !important;||}||selector h3{|| padding-bottom: 10px !important;||}||selector a{||\tdisplay:block !important;|| margin-top: 5px;||}” global_colors_info=”{}”]<\/p>\n

A step-by-step guide on how and where to log in to Reckon One for the first time. We\u2019ll show you where to go and what to expect when you arrive.
How to log in<\/a><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”25px|25px|25px|10px|true|false” border_radii=”on|20px|20px|20px|20px” global_colors_info=”{}”][et_pb_blurb title=”Find your way around” image=”https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/book-open.svg” alt=”youtube” icon_placement=”left” image_icon_width=”25%” admin_label=”Find your way around” _builder_version=”4.27.6″ _module_preset=”default” header_level=”h3″ header_text_align=”left” header_font_size=”16px” body_font_size=”14px” body_line_height=”1.4em” body_link_font=”|700|||||||” body_link_font_size=”14px” module_alignment=”left” custom_margin=”||||false|false” link_option_url=”https:\/\/help.reckon.com\/article\/zq46jhmmx1-find-your-way-in-reckon-one-after-reckon-accounts-migration” link_option_url_new_window=”on” custom_css_free_form=”selector svg{|| padding: 0px !important;|| height: 40px !important;|| width: 40px !important;|| margin-right: 15px !important;||}||selector h3{|| padding-bottom: 10px !important;||}||selector a{||\tdisplay:block !important;|| margin-top: 5px;||}” global_colors_info=”{}”]<\/p>\n

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<\/a><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”25px|25px|25px|10px|true|false” border_radii=”on|20px|20px|20px|20px” global_colors_info=”{}”][et_pb_blurb title=”Share your book” image=”https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/share-all.svg” alt=”youtube” icon_placement=”left” image_icon_width=”25%” admin_label=”Share your book” _builder_version=”4.27.6″ _module_preset=”default” header_level=”h3″ header_text_align=”left” header_font_size=”16px” body_font_size=”14px” body_line_height=”1.4em” body_link_font=”|700|||||||” body_link_font_size=”14px” module_alignment=”left” custom_margin=”||||false|false” link_option_url=”https:\/\/help.reckon.com\/article\/5e4w4617nj-share-your-reckon-one-book” link_option_url_new_window=”on” custom_css_free_form=”selector svg{|| padding: 0px !important;|| height: 40px !important;|| width: 40px !important;|| margin-right: 15px !important;||}||selector h3{|| padding-bottom: 10px !important;||}||selector a{||\tdisplay:block !important;|| margin-top: 5px;||}” global_colors_info=”{}”]<\/p>\n

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<\/a><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.6″ _module_preset=”default” background_color=”#FFFFFF” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” custom_padding_last_edited=”off|desktop” _builder_version=”4.27.6″ width=”100%” custom_margin=”||||false|false” custom_padding=”||||false|false” custom_padding_tablet=”||||false|false” custom_padding_phone=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ module_class=”twocol-img-textcol” _builder_version=”4.27.6″ custom_padding=”||||false|false” custom_padding_tablet=”|||0px|false|false” custom_padding_last_edited=”off|desktop” custom_css_main_element=”margin-top:auto;||margin-bottom:auto;” global_colors_info=”{}”][et_pb_text admin_label=”Step 1: Check your data and settings” _builder_version=”4.27.6″ global_colors_info=”{}”]<\/p>\n

Step 1: Check your data and settings<\/h2>\n

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.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/help.reckon.com\/article\/dkaejombvw-data-migration-checklist-for-reckon-one-accounting-and-payroll” url_new_window=”on” button_text=”GUIDE TO CHECKING YOUR DATA” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

Data doesn\u2019t look right? Get help<\/strong><\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.6″ custom_css_main_element=”margin-top:auto;||margin-bottom:auto;” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/05\/Step-1.png” alt=”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.” title_text=”Step 1″ align=”center” _builder_version=”4.27.6″ width=”90%” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|off|off” _builder_version=”4.27.6″ _module_preset=”default” width=”100%” width_tablet=”95%” width_phone=”95%” width_last_edited=”on|tablet” global_module=”305763″ saved_tabs=”all” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Step 2: Customise templates<\/h2>\n

Choose and customise templates, so invoices, bills, and other documents look professional and include the details that matter to you.<\/p>\n

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Invoices<\/h2>\n\n\n\n
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Take control of how your Reckon One invoices look, so they match your brand and business needs. <\/span><\/p>\n

Choose from modern ready\u2011made layouts, add your logo, or customise templates to fine\u2011tune the branding, colours, and details shown on each invoice.<\/span><\/p>\n

Learn about invoice templates<\/a><\/div>\n<\/td>\n