{"id":306589,"date":"2026-07-02T17:30:53","date_gmt":"2026-07-02T05:30:53","guid":{"rendered":"https:\/\/www.reckon.com\/au\/?page_id=306589"},"modified":"2026-08-19T16:23:56","modified_gmt":"2026-08-19T04:23:56","slug":"reckon-one-setup-guide","status":"publish","type":"page","link":"https:\/\/www.reckon.com\/au\/switch-to-reckon\/reckon-one-setup-guide\/","title":{"rendered":"Accounting Getting Started Guide"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;HEADER&#8221; _builder_version=&#8221;4.27.4&#8243; background_color=&#8221;#f3f2f6&#8243; background_color_gradient_direction=&#8221;171deg&#8221; background_image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2023\/07\/Background.png&#8221; background_size=&#8221;custom&#8221; background_image_width=&#8221;50%&#8221; background_position=&#8221;top_right&#8221; bottom_divider_color=&#8221;#f3f2f6&#8243; bottom_divider_height=&#8221;400px&#8221; bottom_divider_flip=&#8221;horizontal&#8221; bottom_divider_height_last_edited=&#8221;off|desktop&#8221; background_last_edited=&#8221;on|desktop&#8221; background_enable_image_tablet=&#8221;off&#8221; background_image_width_tablet=&#8221;50%&#8221; background_image_width_phone=&#8221;60%&#8221; background_position_tablet=&#8221;top_right&#8221; background_vertical_offset_tablet=&#8221;45%&#8221; background_vertical_offset_phone=&#8221;25%&#8221; da_disable_devices=&#8221;off|off|off&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;off|desktop&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;4&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.27.6&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.6&#8243; custom_padding=&#8221;0px||||false|false&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Made the switch to Reckon One Accounting&#8221; _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; ul_line_height=&#8221;2.5em&#8221; header_2_font=&#8221;||||||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>\u200b<\/p>\n<h1>Getting started with Reckon One accounting?<\/h1>\n<p data-start=\"359\" data-end=\"424\">This guide covers everything you need to set up Reckon One and start using it with confidence.<\/p>\n<p data-start=\"426\" data-end=\"582\">[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/05\/Made-the-switch-Header.png&#8221; alt=&#8221;reckon einvoicing software user&#8221; title_text=&#8221;Made The Switch Header&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;0px|0px|0px|0px|false|false&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_module=&#8221;305649&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; custom_padding=&#8221;25px|25px|25px|10px|true|false&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Log in&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/user-lock.svg&#8221; alt=&#8221;youtube&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;25%&#8221; admin_label=&#8221;Log in&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h3&#8243; header_text_align=&#8221;left&#8221; header_font_size=&#8221;16px&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.4em&#8221; body_link_font=&#8221;|700|||||||&#8221; body_link_font_size=&#8221;14px&#8221; module_alignment=&#8221;left&#8221; custom_margin=&#8221;||||false|false&#8221; link_option_url=&#8221;https:\/\/help.reckon.com\/article\/ruqaiji1w0-login-to-reckon-one-after-reckon-accounts-migration&#8221; link_option_url_new_window=&#8221;on&#8221; custom_css_free_form=&#8221;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;||}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>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.<br \/><a href=\"https:\/\/help.reckon.com\/article\/ruqaiji1w0-login-to-reckon-one-after-reckon-accounts-migration\" target=\"_blank\" rel=\"noopener\">How to log in<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; custom_padding=&#8221;25px|25px|25px|10px|true|false&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Find your way around&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/book-open.svg&#8221; alt=&#8221;youtube&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;25%&#8221; admin_label=&#8221;Find your way around&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h3&#8243; header_text_align=&#8221;left&#8221; header_font_size=&#8221;16px&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.4em&#8221; body_link_font=&#8221;|700|||||||&#8221; body_link_font_size=&#8221;14px&#8221; module_alignment=&#8221;left&#8221; custom_margin=&#8221;||||false|false&#8221; link_option_url=&#8221;https:\/\/help.reckon.com\/article\/zq46jhmmx1-find-your-way-in-reckon-one-after-reckon-accounts-migration&#8221; link_option_url_new_window=&#8221;on&#8221; custom_css_free_form=&#8221;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;||}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>This quick reference guide helps you navigate Reckon One and learn where everything is located. Think of it as your Reckon One travel guide!<br \/><a href=\"https:\/\/help.reckon.com\/article\/zq46jhmmx1-find-your-way-in-reckon-one-after-reckon-accounts-migration\" target=\"_blank\" rel=\"noopener\" data-wplink-edit=\"true\">Quick guide<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; custom_padding=&#8221;25px|25px|25px|10px|true|false&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Share your book&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/share-all.svg&#8221; alt=&#8221;youtube&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;25%&#8221; admin_label=&#8221;Share your book&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h3&#8243; header_text_align=&#8221;left&#8221; header_font_size=&#8221;16px&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.4em&#8221; body_link_font=&#8221;|700|||||||&#8221; body_link_font_size=&#8221;14px&#8221; module_alignment=&#8221;left&#8221; custom_margin=&#8221;||||false|false&#8221; link_option_url=&#8221;https:\/\/help.reckon.com\/article\/5e4w4617nj-share-your-reckon-one-book&#8221; link_option_url_new_window=&#8221;on&#8221; custom_css_free_form=&#8221;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;||}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>With Reckon One, you can share your book with colleagues and manage their access. Your work is too good to keep to yourself &#8211; share it around!<br \/><a href=\"https:\/\/help.reckon.com\/article\/5e4w4617nj-share-your-reckon-one-book\" target=\"_blank\" rel=\"noopener\" data-wplink-edit=\"true\">How to share your book<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row disabled_on=&#8221;on|off|off&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; width_tablet=&#8221;95%&#8221; width_phone=&#8221;95%&#8221; width_last_edited=&#8221;on|tablet&#8221; global_module=&#8221;305763&#8243; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.21.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Step 1: Customise templates<\/h2>\n<p>Choose and customise templates, so invoices, bills, and other documents look professional and include the details that matter to you.<\/p>\n<p>[\/et_pb_text][difl_advancedtab content_container_bgcolor=&#8221;#f3f2f6&#8243; use_nav_width=&#8221;on&#8221; nav_min_width=&#8221;160px&#8221; nav_max_width=&#8221;270px&#8221; nav_height=&#8221;75px&#8221; nav_placement=&#8221;flex_left&#8221; nav_container_width=&#8221;25%&#8221; use_scroll_to_content=&#8221;on&#8221; nav_item_bgcolor=&#8221;#f3f2f6&#8243; nav_item_active_bgcolor=&#8221;#FF5447&#8243; icon_color=&#8221;#5A3FFF&#8221; icon_color_active=&#8221;#FFFFFF&#8221; icon_size=&#8221;20px&#8221; icon_placement=&#8221;flex_right&#8221; use_active_arrow=&#8221;off&#8221; at_content_wrapper_margin=&#8221;||||false|false&#8221; at_content_wrapper_padding=&#8221;||||false|false&#8221; nav_item_margin=&#8221;||20px||false|false&#8221; content_padding=&#8221;25px|25px|25px|25px|true|true&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Advanced Tabs&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; title_font=&#8221;|600|||||||&#8221; title_text_color=&#8221;#0A004A&#8221; title_line_height=&#8221;1.3em&#8221; title_active_font=&#8221;|700|||||||&#8221; title_active_text_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;||||false|false&#8221; custom_css_free_form=&#8221;.df_at_content h2{font-weight: 800; font-size: 30px;}||h4.df_at_title{margin:0; padding:0;}||.difl_advancedtab_0 .lr_left .at_nav_content, .difl_advancedtab_0 .lr_right .at_nav_content{flex:auto;}&#8221; border_width_all=&#8221;0px&#8221; border_radii_content_wrapper=&#8221;on|20px|20px|20px|20px&#8221; border_radii_nav_wrapper=&#8221;on|12px|12px|12px|12px&#8221; border_radii_nav_item=&#8221;on|15px|15px|15px|15px&#8221; border_radii_nav_item_active=&#8221;on|15px|15px|15px|15px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][difl_advancedtabitem title=&#8221;Invoices&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x35;||divi||400&#8243; icon_color=&#8221;#5A3FFF&#8221; navigation_link=&#8221;https:\/\/www.reckon.com\/au\/switch-to-reckon\/reckon-one-setup-guide\/#difl_advancedtabitem_0&#8243; at_button_button_url_new_window=&#8221;1&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; title_line_height=&#8221;2.1em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Invoices<\/h2>\n<table border=\"0\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td style=\"width: 50%;\">\n<p><span style=\"font-family: inherit; font-size: inherit;\">Take control of how your Reckon One invoices look, so they match your brand and business needs. <\/span><\/p>\n<p><span style=\"font-family: inherit; font-size: inherit;\">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<div class=\"et_pb_button_module_wrapper et_pb_button_1_wrapper  et_pb_module \"><a class=\"et_pb_button et_pb_button_0 et_pb_bg_layout_light\" href=\"https:\/\/help.reckon.com\/article\/n1e2dhxb5l-about-invoice-templates-in-reckon-one\" target=\"_blank\" rel=\"noopener\">Learn about invoice templates<\/a><\/div>\n<\/td>\n<td style=\"width: 50%;\"><script src=\"https:\/\/fast.wistia.com\/player.js\" async><\/script><script src=\"https:\/\/fast.wistia.com\/embed\/v7571skb5n.js\" async type=\"module\"><\/script> <wistia-player media-id=\"v7571skb5n\" popover-content=\"link\" wistia-popover=\"true\" aspect=\"1.7777777777777777\" style=\"display: inline-block;\"><a href=\"#\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-305446 alignnone size-full\" src=\"https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/invoice-template.png\" alt=\"\" width=\"465\" height=\"360\" srcset=\"https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/invoice-template.png 465w, https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/invoice-template-300x232.png 300w\" sizes=\"(max-width: 465px) 100vw, 465px\" \/><\/a><\/wistia-player><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/difl_advancedtabitem][difl_advancedtabitem title=&#8221;Estimates&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x35;||divi||400&#8243; icon_color=&#8221;#5A3FFF&#8221; navigation_link=&#8221;https:\/\/www.reckon.com\/au\/switch-to-reckon\/reckon-one-setup-guide\/#difl_advancedtabitem_1&#8243; at_button_button_url_new_window=&#8221;1&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; title_line_height=&#8221;2.1em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Estimates<\/h2>\n<table border=\"0\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td style=\"width: 50%;\">\n<p>Adjust your estimate templates so they show the right information for your business and customers.<\/p>\n<p>Control things like your logo, business details, line items, totals, and notes to make your estimates clear and professional.<\/p>\n<div class=\"et_pb_button_module_wrapper et_pb_button_1_wrapper  et_pb_module \"><a class=\"et_pb_button et_pb_bg_layout_light\" href=\"https:\/\/help.reckon.com\/article\/vfnj0ccy1l-estimate-templates-reckon-one\" target=\"_blank\" rel=\"noopener\">Learn about estimate templates<\/a><\/div>\n<\/td>\n<td style=\"width: 50%;\"><script src=\"https:\/\/fast.wistia.com\/player.js\" async><\/script><script src=\"https:\/\/fast.wistia.com\/embed\/ky3cct9re2.js\" async type=\"module\"><\/script> <wistia-player media-id=\"ky3cct9re2\" popover-content=\"link\" wistia-popover=\"true\" aspect=\"1.7777777777777777\" style=\"display: inline-block;\"><a href=\"#\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-305445 alignnone size-full\" src=\"https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/estimate-template.png\" alt=\"\" width=\"465\" height=\"360\" srcset=\"https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/estimate-template.png 465w, https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/estimate-template-300x232.png 300w\" sizes=\"(max-width: 465px) 100vw, 465px\" \/><\/a><\/wistia-player><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/difl_advancedtabitem][difl_advancedtabitem title=&#8221;Bills&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x35;||divi||400&#8243; icon_color=&#8221;#5A3FFF&#8221; navigation_link=&#8221;https:\/\/www.reckon.com\/au\/switch-to-reckon\/reckon-one-setup-guide\/#difl_advancedtabitem_2&#8243; at_button_button_url_new_window=&#8221;1&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; title_line_height=&#8221;2.1em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Bills<\/h2>\n<table border=\"0\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td style=\"width: 50%;\">\n<p>Customise the company information that appears on your bills, including your logo, business details, and contact information.<\/p>\n<p>This helps ensure your printed and emailed bills reflect your branding and present a professional image.<\/p>\n<div class=\"et_pb_button_module_wrapper et_pb_button_1_wrapper  et_pb_module \"><a class=\"et_pb_button et_pb_button_0 et_pb_bg_layout_light\" href=\"https:\/\/help.reckon.com\/article\/9tn5tiqh7x-customise-bills-reckon-one\" target=\"_blank\" rel=\"noopener\">How to customise bills<\/a><\/div>\n<\/td>\n<td style=\"width: 50%;\"><script src=\"https:\/\/fast.wistia.com\/player.js\" async><\/script><script src=\"https:\/\/fast.wistia.com\/embed\/m0m1fb3eqm.js\" async type=\"module\"><\/script> <wistia-player media-id=\"m0m1fb3eqm\" popover-content=\"link\" wistia-popover=\"true\" aspect=\"1.7777777777777777\" style=\"display: inline-block;\"><a href=\"#\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-305443 alignnone size-full\" src=\"https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/bills-template.png\" alt=\"\" width=\"465\" height=\"360\" srcset=\"https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/bills-template.png 465w, https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2026\/06\/bills-template-300x232.png 300w\" sizes=\"(max-width: 465px) 100vw, 465px\" \/><\/a><\/wistia-player><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/difl_advancedtabitem][\/difl_advancedtab][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.27.6&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;||||false|false&#8221; custom_padding_phone=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; module_class=&#8221;twocol-img-textcol&#8221; _builder_version=&#8221;4.27.6&#8243; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;|||0px|false|false&#8221; custom_padding_last_edited=&#8221;off|desktop&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Step 3: Set up a bank feed&#8221; _builder_version=&#8221;4.27.7&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Step 2: Set up a bank feed<\/h2>\n<p>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.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/help.reckon.com\/article\/txp82mjqt1-setup-open-banking&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;How to set up Open Banking&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.6&#8243; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_code _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<script src=\"https:\/\/fast.wistia.com\/player.js\" async><\/script><script src=\"https:\/\/fast.wistia.com\/embed\/42q5snw56d.js\" async type=\"module\"><\/script><\/p>\n<style>wistia-player[media-id='42q5snw56d']:not(:defined) { background: center \/ contain no-repeat url('https:\/\/fast.wistia.com\/embed\/medias\/42q5snw56d\/swatch'); display: block; filter: blur(5px); padding-top:56.25%; }<\/style>\n<p> <wistia-player media-id=\"42q5snw56d\" wistia-popover=\"true\" aspect=\"1.7777777777777777\"><\/wistia-player>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;FEATURES&#8221; module_id=&#8221;features&#8221; _builder_version=&#8221;4.27.6&#8243; da_disable_devices=&#8221;off|off|off&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;You\u2019re all set up! What\u2019s next?&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_2_text_align=&#8221;center&#8221; custom_css_free_form=&#8221;selector h2{||  padding-bottom:0px;||}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>You\u2019re all set up! What\u2019s next?<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Create an invoice&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/file-invoice.svg&#8221; alt=&#8221;file invoice&#8221; admin_label=&#8221;Create an invoice&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h3&#8243; header_text_align=&#8221;center&#8221; image_icon_custom_margin=&#8221;||||false|false&#8221; image_icon_custom_padding=&#8221;||||false|false&#8221; text_orientation=&#8221;center&#8221; link_option_url=&#8221;https:\/\/help.reckon.com\/&#8221; link_option_url_new_window=&#8221;on&#8221; custom_css_free_form=&#8221;selector .et_pb_main_blurb_image{||  margin-bottom:0;||}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">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.<\/p>\n<p>[\/et_pb_blurb][et_pb_button button_url=&#8221;https:\/\/help.reckon.com\/article\/rosghqvhwy-create-customer-invoices&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;How to invoice&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; button_rel=&#8221;off|off|off|off|on&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Set up Stripe to get paid faster&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/credit-card-front.svg&#8221; alt=&#8221;youtube&#8221; admin_label=&#8221;Set up Stripe to get paid faster&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h3&#8243; header_text_align=&#8221;center&#8221; text_orientation=&#8221;center&#8221; link_option_url=&#8221;https:\/\/www.youtube.com\/user\/Reckonltd&#8221; link_option_url_new_window=&#8221;on&#8221; custom_css_free_form=&#8221;selector .et_pb_main_blurb_image{||  margin-bottom:0;||}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">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.<\/p>\n<p>[\/et_pb_blurb][et_pb_button button_url=&#8221;https:\/\/help.reckon.com\/article\/2expt27fhw-stripe&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;How to set up Stripe&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; button_rel=&#8221;off|off|off|off|on&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Create custom reports&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/chart-bar.svg&#8221; alt=&#8221;question mark&#8221; admin_label=&#8221;Custom reports&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h3&#8243; header_text_align=&#8221;center&#8221; text_orientation=&#8221;center&#8221; link_option_url=&#8221;https:\/\/community.reckon.com\/&#8221; custom_css_free_form=&#8221;selector .et_pb_main_blurb_image{||  margin-bottom:0;||}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">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.<\/p>\n<p>[\/et_pb_blurb][et_pb_button button_url=&#8221;https:\/\/help.reckon.com\/article\/puq55pm45w-create-and-manage-custom-reports-in-reckon-one&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;About custom reports&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;button&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; button_rel=&#8221;off|off|off|off|on&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;FEATURES&#8221; module_id=&#8221;data&#8221; _builder_version=&#8221;4.27.6&#8243; background_color=&#8221;#ffe6e4&#8243; custom_margin=&#8221;0px||0px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_module=&#8221;305505&#8243; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/12\/guidance-support.png&#8221; title_text=&#8221;Guidance &#038; Support&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin-top:auto;||margin-bottom:auto;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Data not quite right or have questions?&#8221; _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; header_text_align=&#8221;left&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Have questions?<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>If something isn&#8217;t quite what you expected or you&#8217;re unsure how something works, we&#8217;re here to help. Reach out to our team and we&#8217;ll be happy to point you in the right direction.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/bookings.cloud.microsoft\/book\/ReckonOneMigrationAfterCare@Reckon.com\/?ismsaljsauthenabled&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Book in with one of our team&#8221; button_alignment=&#8221;left&#8221; admin_label=&#8221;button&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; button_rel=&#8221;off|off|off|off|on&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_module=&#8221;305506&#8243; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_class=&#8221;blurb-icon-left&#8221; _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||15px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Need help or support?<\/h2>\n<p>[\/et_pb_text][et_pb_blurb title=&#8221;Visit help site&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/question-circle.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;100%&#8221; _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;6a8a5a22-5d51-4b36-889b-d83a553b12a3&#8243; body_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;left&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_css_free_form=&#8221;selector h4{||    margin-bottom: 10px;||    padding-bottom: 0;||}||selector a{||  display:block;||  margin-top:10px;||}&#8221; custom_css_blurb_content=&#8221;margin:0;&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Clear, step-by-step articles that walk you through how to use features, at your own pace, whenever you need it.<br \/><a href=\"https:\/\/help.reckon.com\/\" target=\"_blank\" rel=\"noopener\"><strong>Go to help site<\/strong><\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Ask the Reckon community&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/comments.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;100%&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;6a8a5a22-5d51-4b36-889b-d83a553b12a3&#8243; body_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;left&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_css_free_form=&#8221;selector h4{||    margin-bottom: 10px;||    padding-bottom: 0;||}||selector a{||  display:block;||  margin-top:10px;||}&#8221; custom_css_blurb_content=&#8221;margin:0;&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Stay up to date with feature releases, ask questions, access how-to videos and learn from other users.<br \/><a href=\"https:\/\/community.reckon.com\/categories\/reckonone\" target=\"_blank\" rel=\"noopener\"><strong>Go to Community<\/strong><\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Contact Support&#8221; image=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2020\/03\/user-headset.svg&#8221; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;100%&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;6a8a5a22-5d51-4b36-889b-d83a553b12a3&#8243; body_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;left&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_css_free_form=&#8221;selector h4{||    margin-bottom: 10px;||    padding-bottom: 0;||}||selector b{||  display:block;||  margin-top:10px;||}&#8221; custom_css_blurb_content=&#8221;margin:0;&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>For personalised help with specific questions or issues, contact our customer support team so you can get back on track quickly.<br \/><b>Call 1300 756 663<\/b><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;default&#8221; pac_dcm_is_carousel=&#8221;on&#8221; pac_dcm_carousel_row_items=&#8221;1&#8243; pac_dcm_carousel_spacing=&#8221;0px|0px|0px|0px|false|false&#8221; pac_dcm_carousel_row_items_infinite_carousel=&#8221;off&#8221; pac_dcm_carousel_navigation_arrows_conditional=&#8221;opacity&#8221; pac_dcm_carousel_row_items_autoplay=&#8221;off&#8221; 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This guide covers everything you need to set up Reckon One and start using it with confidence. 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 [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":305245,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"difl_page_category":[],"class_list":["post-306589","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Reckon One Accounting Setup: Step-by-Step Guide<\/title>\n<meta name=\"description\" content=\"Learn how to set up Reckon One Accounting including invoices, bank feeds, and your account settings.\" \/>\n<meta name=\"robots\" content=\"noindex, nofollow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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