{"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":"2026-09-23T12:20:58","modified_gmt":"2026-09-23T00:20:58","slug":"reckon-one-setup-guide","status":"publish","type":"page","link":"https:\/\/www.reckon.com\/au\/reckon-one-setup-guides\/accounting\/","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;4.27.8&#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>Set up accounting in Reckon One<\/h1>\n<p>If you\u2019re new to Reckon One, this guide will walk you through everything you need to set up your accounting and start managing your business finances with confidence.<\/p>\n<p>[\/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;4.27.8&#8243; _module_preset=&#8221;default&#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 custom_padding_last_edited=&#8221;on|phone&#8221; admin_label=&#8221;Accounting Features&#8221; module_id=&#8221;rck-0061-features-section&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#ffe6e4&#8243; width=&#8221;90%&#8221; width_tablet=&#8221;90%&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_margin=&#8221;0px|auto|56px|auto|false|false&#8221; custom_margin_tablet=&#8221;0px|auto|56px|auto|false|false&#8221; custom_margin_phone=&#8221;||0px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;64px|0px|56px|56px|false|false&#8221; custom_padding_tablet=&#8221;64px|0px|56px|56px|false|false&#8221; custom_padding_phone=&#8221;32px|0px|0px|20px|false|false&#8221; border_radii=&#8221;on|16px|16px|16px|16px&#8221; locked=&#8221;off&#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 module_id=&#8221;features&#8221; _builder_version=&#8221;4.27.8&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;||0px||false|false&#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>&nbsp;<\/p>\n<p>[\/et_pb_text][difl_advancedtab nav_item_bgcolor=&#8221;#ffffff&#8221; nav_item_active_bgcolor=&#8221;#ff5447&#8243; at_content_wrapper_padding=&#8221;32px|56px|0px|0px|false|false&#8221; at_content_wrapper_padding_tablet=&#8221;32px|56px|0px|0px|false|false&#8221; at_content_wrapper_padding_phone=&#8221;32px|32px|0px||false|false&#8221; at_content_wrapper_padding_last_edited=&#8221;on|desktop&#8221; nav_item_margin=&#8221;|4px||4px|false|false&#8221; nav_item_margin_tablet=&#8221;|4px||4px|false|false&#8221; nav_item_margin_phone=&#8221;|4px||4px|false|false&#8221; nav_item_margin_last_edited=&#8221;on|desktop&#8221; nav_item_padding=&#8221;8px|16px|8px|16px|false|false&#8221; nav_item_padding_tablet=&#8221;8px|16px|8px|16px|false|false&#8221; nav_item_padding_phone=&#8221;8px|16px|8px|16px|false|false&#8221; nav_item_padding_last_edited=&#8221;on|desktop&#8221; nav_item_first_margin=&#8221;|||0px|false|false&#8221; nav_item_first_margin_tablet=&#8221;|||0px|false|false&#8221; nav_item_first_margin_phone=&#8221;|||0px|false|false&#8221; nav_item_first_margin_last_edited=&#8221;on|desktop&#8221; nav_item_last_margin=&#8221;|56px|||false|false&#8221; nav_item_last_margin_tablet=&#8221;|56px|||false|false&#8221; nav_item_last_margin_phone=&#8221;|32px|||false|false&#8221; nav_item_last_margin_last_edited=&#8221;on|phone&#8221; nav_item_active_margin_tablet=&#8221;&#8221; nav_item_active_margin_phone=&#8221;&#8221; nav_item_active_margin_last_edited=&#8221;on|phone&#8221; module_class=&#8221;rck-00610-nav-tabs&#8221; _builder_version=&#8221;4.27.8&#8243; _module_preset=&#8221;default&#8221; title_level=&#8221;h3&#8243; title_active_text_color=&#8221;#ffffff&#8221; custom_css_free_form=&#8221;selector .at_nav_content .df_at_title {||  padding-bottom: 0;||  font-weight: 500 !important;||}&#8221; border_width_all=&#8221;0px&#8221; border_radii_nav_item=&#8221;on|62px|62px|62px|62px&#8221; border_width_all_nav_item=&#8221;1px&#8221; border_color_all_nav_item=&#8221;rgba(0,0,0,0.1)&#8221; global_colors_info=&#8221;{}&#8221;][difl_advancedtabitem title=&#8221;Invoices&#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;4.27.8&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><script src=\"https:\/\/fast.wistia.com\/player.js\" async><\/script><script src=\"https:\/\/fast.wistia.com\/embed\/v7571skb5n.js\" async type=\"module\"><\/script> <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><\/p>\n<h3>Connect your bank accounts in minutes<\/h3>\n<p>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.<br \/><a href=\"https:\/\/help.reckon.com\/article\/n1e2dhxb5l-about-invoice-templates-in-reckon-one?_gl=1*166a513*_gcl_aw*R0NMLjE3ODgzMjQ0NTQuQ2owS0NRanc3OW5VQmhDZ0FSSXNBRFNIa2ExaEVEa1Z0TkVfMVJCeWhZdlkzQ1p5T3Y4X1paODBQcVFYd1VySU56LV9hcUQyMEl5Nlh5Z2FBdk1wRUFMd193Y0I.*_gcl_dc*R0NMLjE3ODgzMjQ0NTQuQ2owS0NRanc3OW5VQmhDZ0FSSXNBRFNIa2ExaEVEa1Z0TkVfMVJCeWhZdlkzQ1p5T3Y4X1paODBQcVFYd1VySU56LV9hcUQyMEl5Nlh5Z2FBdk1wRUFMd193Y0I.*_gcl_au*ODMyNzQxMDU3LjE3ODE0ODI0Mzg.*_ga*MTc1ODU0MDkyMy4xNzU4MDg0MDE4*_ga_P7L9JSZVCB*czE3ODg3NTMwMzEkbzUwNiRnMSR0MTc4ODc1MzM5MiRqNjAkbDAkaDYwNjIyNzUyOA..\">Learn more about invoice templates<\/a><\/p>\n<p>[\/difl_advancedtabitem][difl_advancedtabitem title=&#8221;Estimates&#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;4.27.8&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><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><\/p>\n<h3>Match and reconcile transactions faster<\/h3>\n<p>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.<br \/><a href=\"https:\/\/help.reckon.com\/article\/vfnj0ccy1l-estimate-templates-reckon-one?_gl=1*15izxwi*_gcl_aw*R0NMLjE3ODgzMjQ0NTQuQ2owS0NRanc3OW5VQmhDZ0FSSXNBRFNIa2ExaEVEa1Z0TkVfMVJCeWhZdlkzQ1p5T3Y4X1paODBQcVFYd1VySU56LV9hcUQyMEl5Nlh5Z2FBdk1wRUFMd193Y0I.*_gcl_dc*R0NMLjE3ODgzMjQ0NTQuQ2owS0NRanc3OW5VQmhDZ0FSSXNBRFNIa2ExaEVEa1Z0TkVfMVJCeWhZdlkzQ1p5T3Y4X1paODBQcVFYd1VySU56LV9hcUQyMEl5Nlh5Z2FBdk1wRUFMd193Y0I.*_gcl_au*ODMyNzQxMDU3LjE3ODE0ODI0Mzg.*_ga*MTc1ODU0MDkyMy4xNzU4MDg0MDE4*_ga_P7L9JSZVCB*czE3ODg3NTMwMzEkbzUwNiRnMSR0MTc4ODc1MzQ0MiRqMTAkbDAkaDYwNjIyNzUyOA..\">Learn more about estimate templates<\/a><\/p>\n<p>[\/difl_advancedtabitem][difl_advancedtabitem title=&#8221;Bills&#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;4.27.8&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><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><\/p>\n<h3>Keep your financial data protected<\/h3>\n<p>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.<br \/><a href=\"https:\/\/help.reckon.com\/article\/9tn5tiqh7x-customise-bills-reckon-one?_gl=1*1aqwacf*_gcl_aw*R0NMLjE3ODgzMjQ0NTQuQ2owS0NRanc3OW5VQmhDZ0FSSXNBRFNIa2ExaEVEa1Z0TkVfMVJCeWhZdlkzQ1p5T3Y4X1paODBQcVFYd1VySU56LV9hcUQyMEl5Nlh5Z2FBdk1wRUFMd193Y0I.*_gcl_dc*R0NMLjE3ODgzMjQ0NTQuQ2owS0NRanc3OW5VQmhDZ0FSSXNBRFNIa2ExaEVEa1Z0TkVfMVJCeWhZdlkzQ1p5T3Y4X1paODBQcVFYd1VySU56LV9hcUQyMEl5Nlh5Z2FBdk1wRUFMd193Y0I.*_gcl_au*ODMyNzQxMDU3LjE3ODE0ODI0Mzg.*_ga*MTc1ODU0MDkyMy4xNzU4MDg0MDE4*_ga_P7L9JSZVCB*czE3ODg3NTMwMzEkbzUwNiRnMSR0MTc4ODc1MzUwMiRqMzkkbDAkaDYwNjIyNzUyOA..\">How to customise bills<\/a><\/p>\n<p>[\/difl_advancedtabitem][\/difl_advancedtab][et_pb_code _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<script><!-- [et_pb_line_break_holder] --> function initialiseFeaturesTabs() {<!-- [et_pb_line_break_holder] -->    var $tabsContainer = jQuery('#rck-0061-features-section .df_at_nav_container');<!-- [et_pb_line_break_holder] -->    var $cardContainer = jQuery('#rck-0061-features-section .difl_advancedtabitem');<!-- [et_pb_line_break_holder] -->    var $tabs = $tabsContainer.find('.df_at_nav');<!-- [et_pb_line_break_holder] -->    var $pagination = jQuery('.rck-0061-features__pagination');<!-- [et_pb_line_break_holder] -->    var $paginationProgress = jQuery('.rck-0061-features__pagination-progress');<!-- [et_pb_line_break_holder] -->    var tabsCount = $tabs.length;<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    if (!$tabs.length) {<!-- [et_pb_line_break_holder] -->        return;<!-- [et_pb_line_break_holder] -->    }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    var updatePaginationPosition = function () {<!-- [et_pb_line_break_holder] -->        if (!$pagination.length || !$paginationProgress.length || tabsCount < 1) {<!-- [et_pb_line_break_holder] -->            return;<!-- [et_pb_line_break_holder] -->        }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        var tabsContainer = $tabsContainer.get(0);<!-- [et_pb_line_break_holder] -->        if (!tabsContainer) {<!-- [et_pb_line_break_holder] -->            return;<!-- [et_pb_line_break_holder] -->        }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        var scrollableWidth = tabsContainer.scrollWidth || 0;<!-- [et_pb_line_break_holder] -->        var visibleWidth = tabsContainer.clientWidth || 0;<!-- [et_pb_line_break_holder] -->        var maxScrollLeft = Math.max(0, scrollableWidth - visibleWidth);<!-- [et_pb_line_break_holder] -->        var isScrollable = maxScrollLeft > 1;<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        $pagination.css('display', isScrollable ? 'block' : 'none');<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        if (!isScrollable) {<!-- [et_pb_line_break_holder] -->            $paginationProgress.css({<!-- [et_pb_line_break_holder] -->                width: '52px',<!-- [et_pb_line_break_holder] -->                transform: 'translateX(0px)'<!-- [et_pb_line_break_holder] -->            });<!-- [et_pb_line_break_holder] -->            return;<!-- [et_pb_line_break_holder] -->        }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        var trackWidth = $pagination.width() || 0;<!-- [et_pb_line_break_holder] -->        var progressWidth = 52;<!-- [et_pb_line_break_holder] -->        var availableDistance = Math.max(0, trackWidth - progressWidth);<!-- [et_pb_line_break_holder] -->        var scrollProgress = tabsContainer.scrollLeft \/ maxScrollLeft;<!-- [et_pb_line_break_holder] -->        var translateX = availableDistance * scrollProgress;<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        $paginationProgress.css({<!-- [et_pb_line_break_holder] -->            transform: 'translateX(' + translateX + 'px)'<!-- [et_pb_line_break_holder] -->        });<!-- [et_pb_line_break_holder] -->    };<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    var scrollTabsToIndex = function (index) {<!-- [et_pb_line_break_holder] -->        var tabsContainer = $tabsContainer.get(0);<!-- [et_pb_line_break_holder] -->        if (!tabsContainer) {<!-- [et_pb_line_break_holder] -->            return;<!-- [et_pb_line_break_holder] -->        }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        var maxIndex = Math.max(1, tabsCount - 1);<!-- [et_pb_line_break_holder] -->        var maxScrollLeft = Math.max(0, tabsContainer.scrollWidth - tabsContainer.clientWidth);<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        if (maxScrollLeft <= 0) {<!-- [et_pb_line_break_holder] -->            return;<!-- 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[et_pb_line_break_holder] -->        var tabIndex = $tabs.index(this);<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        if (tabIndex < 0) {<!-- [et_pb_line_break_holder] -->            return;<!-- [et_pb_line_break_holder] -->        }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        setActiveTab(tabIndex);<!-- [et_pb_line_break_holder] -->    });<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    $tabsContainer.off('scroll.rckFeaturesPagination').on('scroll.rckFeaturesPagination', function () {<!-- [et_pb_line_break_holder] -->        updatePaginationPosition();<!-- [et_pb_line_break_holder] -->    });<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    $pagination.off('click.rckFeaturesPagination').on('click.rckFeaturesPagination', function (event) {<!-- [et_pb_line_break_holder] -->        var paginationElement = $pagination.get(0);<!-- [et_pb_line_break_holder] -->        if (!paginationElement || tabsCount < 2) {<!-- [et_pb_line_break_holder] -->            return;<!-- [et_pb_line_break_holder] -->        }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        var rect = paginationElement.getBoundingClientRect();<!-- [et_pb_line_break_holder] -->        var clickX = event.clientX - rect.left;<!-- [et_pb_line_break_holder] -->        var ratio = Math.max(0, Math.min(1, clickX \/ rect.width));<!-- [et_pb_line_break_holder] -->        var targetIndex = Math.round(ratio * (tabsCount - 1));<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        setActiveTab(targetIndex);<!-- [et_pb_line_break_holder] -->    });<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    jQuery(window)<!-- [et_pb_line_break_holder] -->        .off('resize.rckFeaturesPagination')<!-- [et_pb_line_break_holder] -->        .on('resize.rckFeaturesPagination', function () {<!-- [et_pb_line_break_holder] -->            updatePaginationPosition();<!-- [et_pb_line_break_holder] -->        });<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->const generateAccountFeatures = (root) => {<!-- [et_pb_line_break_holder] -->    const pagination = '<\/p>\n<div class=\"rck-0061-features__pagination\" aria-hidden=\"true\"><span class=\"rck-0061-features__pagination-progress\"><\/span><\/div>\n<p>';<!-- [et_pb_line_break_holder] -->    document.querySelector('#rck-0061-features-section .df_at_nav_wrap').insertAdjacentHTML('afterend', pagination);<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    initialiseFeaturesTabs();<!-- [et_pb_line_break_holder] -->};<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->document.addEventListener('DOMContentLoaded', () => {<!-- [et_pb_line_break_holder] -->    generateAccountFeatures('#rck-0061-features-section');<!-- [et_pb_line_break_holder] -->});<!-- [et_pb_line_break_holder] --><!-- 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[et_pb_line_break_holder] -->    position: relative;<!-- [et_pb_line_break_holder] -->    width: calc(100% - 56px);<!-- [et_pb_line_break_holder] -->    height: 3px;<!-- [et_pb_line_break_holder] -->    margin-top: 18px;<!-- [et_pb_line_break_holder] -->    border-radius: 999px;<!-- [et_pb_line_break_holder] -->    background: #d9d2cf;<!-- [et_pb_line_break_holder] -->    overflow: hidden;<!-- [et_pb_line_break_holder] -->    cursor: pointer;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->#rck-0061-features-section .rck-0061-features__pagination-progress {<!-- [et_pb_line_break_holder] -->    display: block;<!-- [et_pb_line_break_holder] -->    width: 52px;<!-- [et_pb_line_break_holder] -->    height: 100%;<!-- [et_pb_line_break_holder] -->    border-radius: 999px;<!-- [et_pb_line_break_holder] -->    background: #0a004a;<!-- [et_pb_line_break_holder] -->    transform: translateX(0);<!-- [et_pb_line_break_holder] -->    transition: 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-->#rck-0061-features-section .rck-00610-nav-tabs .df_at_all_tabs .df_at_content > *:first-child {<!-- [et_pb_line_break_holder] -->    background: #ff5447;<!-- [et_pb_line_break_holder] -->    padding: 40px;<!-- [et_pb_line_break_holder] -->    max-width: 609px;<!-- [et_pb_line_break_holder] -->    aspect-ratio: 10 \/ 5;<!-- [et_pb_line_break_holder] -->    grid-area: 1 \/ 1 \/ 3 \/ 2;<!-- [et_pb_line_break_holder] -->    height: 100%;<!-- [et_pb_line_break_holder] -->    width: 100%;<!-- [et_pb_line_break_holder] -->    text-align: center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->#rck-0061-features-section .rck-00610-nav-tabs .df_at_all_tabs .df_at_content img {<!-- [et_pb_line_break_holder] -->    height: 100%;<!-- [et_pb_line_break_holder] -->    width: auto;<!-- [et_pb_line_break_holder] -->    object-fit: contain;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] -->#rck-0061-features-section 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padding: 12px 24px 24px 24px;<!-- [et_pb_line_break_holder] -->    }<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><\/style>\n<p>[\/et_pb_code][\/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; locked=&#8221;off&#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;4.27.8&#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; pac_dcm_carousel_row_items_pause_on_hover=&#8221;on&#8221; pac_dcm_carousel_pause_video_playing=&#8221;on&#8221; pac_dcm_carousel_navigation_arrows_position=&#8221;bottom_left&#8221; pac_dcm_carousel_navigation_arrows_font_size=&#8221;42px&#8221; pac_dcm_carousel_navigation_arrows_background_color=&#8221;RGBA(255,255,255,0)&#8221; pac_dcm_carousel_navigation_arrows_color=&#8221;#5a3fff&#8221; pac_dcm_carousel_navigation_prev_icon=&#8221;&#x34;||divi||400&#8243; pac_dcm_carousel_navigation_next_icon=&#8221;&#x35;||divi||400&#8243; pac_dcm_carousel_navigation_dots=&#8221;off&#8221; pac_dcm_carousel_scroll_to_module=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.reckon.com\/au\/wp-content\/uploads\/2024\/12\/support.png&#8221; alt=&#8221;dedicated partner support&#8221; title_text=&#8221;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_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;New Reckon One Set up FAQs&#8221; module_id=&#8221;faqs&#8221; module_class=&#8221;faqs&#8221; _builder_version=&#8221;4.19.5&#8243; custom_padding=&#8221;0px||||false|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_module=&#8221;309393&#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 admin_label=&#8221;Row&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;||20px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text&#8221; _builder_version=&#8221;4.19.5&#8243; header_2_text_align=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Frequently asked questions<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;Row&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;60%&#8221; width_tablet=&#8221;75%&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|tablet&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_toggle title=&#8221;How long does it take to set up Reckon One?&#8221; admin_label=&#8221;How long does it take to set up Reckon One?&#8221; _builder_version=&#8221;4.27.8&#8243; global_colors_info=&#8221;{}&#8221;]Setup time depends on your business and the features you\u2019re using. If you\u2019re starting fresh, you can work through this guide at your own pace and complete the steps that are relevant to you. You don\u2019t need to set everything up at once.[\/et_pb_toggle][et_pb_toggle title=&#8221;What do I need to have ready before I start?&#8221; admin_label=&#8221;What do I need to have ready before I start?&#8221; _builder_version=&#8221;4.27.8&#8243; global_colors_info=&#8221;{}&#8221;]It helps to have your business details, bank account information and any existing accounting records handy. If you\u2019re setting up payroll, you\u2019ll also need your employee details, pay information and superannuation fund details.[\/et_pb_toggle][et_pb_toggle title=&#8221;Can I set up accounting first and add payroll later?&#8221; admin_label=&#8221;Can I set up accounting first and add payroll later?&#8221; _builder_version=&#8221;4.27.8&#8243; global_colors_info=&#8221;{}&#8221;]Yes. You can start with Reckon One accounting and add payroll later when you\u2019re ready. Reckon One lets you change your plan as your business needs change.[\/et_pb_toggle][et_pb_toggle title=&#8221;Can I import my existing customer and supplier lists?&#8221; admin_label=&#8221;Can I bring in my existing customer and supplier lists?&#8221; _builder_version=&#8221;4.27.8&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>Yes, Reckon offers a <a href=\"https:\/\/www.reckon.com\/au\/support\/data-migration-switch-to-reckon\/\">free data migration service<\/a> that can transfer your customer and supplier lists, chart of accounts, item list and employee details into Reckon One.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle title=&#8221;Do I need an accountant to set this up?&#8221; admin_label=&#8221;Do I need an accountant to set this up?&#8221; _builder_version=&#8221;4.27.8&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>No. Reckon One is designed so you can set up and manage your business yourself using our<a href=\"https:\/\/help.reckon.com\/\"> step-by-step guides<\/a>. If you work with an accountant or bookkeeper, you can also give them access to your Reckon One book so they can help when needed.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle title=&#8221;Where do I get help if I get stuck partway through?&#8221; admin_label=&#8221;Where do I get help if I get stuck partway through?&#8221; _builder_version=&#8221;4.27.8&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>There\u2019s plenty of help available. Visit the <a href=\"https:\/\/help.reckon.com\/\">Reckon Help Centre<\/a> for step-by-step articles, ask a question in the <a href=\"https:\/\/community.reckon.com\/\">Reckon Community<\/a>, or contact <a href=\"https:\/\/www.reckon.com\/au\/support\/\">Reckon Support<\/a> for personalised help.<\/p>\n<p>[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u200b Set up accounting in Reckon One If you\u2019re new to Reckon One, this guide will walk you through everything you need to set up your accounting and start managing your business finances 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 [&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 v28.7 (Yoast SEO v28.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Set Up Accounting in Reckon One: Step-by-Step Guide | Reckon AU<\/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 property=\"og:type\" 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