{"id":306591,"date":"2026-07-02T17:33:24","date_gmt":"2026-07-02T05:33:24","guid":{"rendered":"https:\/\/www.reckon.com\/au\/?page_id=306591"},"modified":"2026-10-13T13:05:25","modified_gmt":"2026-10-13T01:05:25","slug":"reckon-accounting-and-payroll-setup-guide","status":"publish","type":"page","link":"https:\/\/www.reckon.com\/au\/switch-to-reckon\/reckon-accounting-and-payroll-setup-guide\/","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=”4.27.8″ _module_preset=”default” ul_line_height=”2.5em” header_2_font=”||||||||” global_colors_info=”{}”]<\/p>\n

\u200b<\/p>\n

Set up accounting and payroll in Reckon One<\/h1>\n

If you\u2019re new to Reckon One, this guide will walk you through everything you need to set up your accounting and payroll and start managing your finances and paying employees with confidence.<\/p>\n

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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=”4.27.8″ _module_preset=”default” 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 use_custom_gutter=”on” gutter_width=”4″ make_equal=”on” _builder_version=”4.27.6″ locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _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=”Accounting set up” _builder_version=”4.27.8″ _module_preset=”default” ul_line_height=”2.5em” header_2_font=”||||||||” global_colors_info=”{}”]<\/p>\n

\u200b<\/p>\n

Part 1: Set up accounting<\/h2>\n

Here\u2019s your step-by-step set up guide to getting started with accounting in Reckon One.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=”on|phone” admin_label=”Accounting Features” module_id=”rck-0061-features-section” _builder_version=”4.27.6″ _module_preset=”default” background_color=”#ffe6e4″ width=”90%” width_tablet=”90%” width_phone=”90%” width_last_edited=”on|phone” custom_margin=”0px|auto|56px|auto|false|false” custom_margin_tablet=”0px|auto|56px|auto|false|false” custom_margin_phone=”||0px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”64px|0px|56px|56px|false|false” custom_padding_tablet=”64px|0px|56px|56px|false|false” custom_padding_phone=”32px|0px|0px|20px|false|false” border_radii=”on|16px|16px|16px|16px” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_id=”features” _builder_version=”4.27.8″ _module_preset=”default” width=”100%” custom_margin=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Step 1: 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

 <\/p>\n

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