Upgrade to Reckon Accounts Hosted 2024 R1

The intention of this document is to guide you through upgrading your Reckon Accounts company file from 2023 to 2024 on your Hosted account.

Before beginning this upgrade process, we strongly suggest that you read and familiarize yourself with the content below and the Accounts business range Installation and Upgrade Guide by clicking here.

The Reckon Accounts Hosted 2024 Release 1 includes the following:

• Multiple Tax Table support for two financial years
• STP Phase 2 Compliance update
• Updated Country Lists for Customers and Suppliers

For further details on the new features, click here

STEPS TO UPGRADE

1. Go to the Hosted login page:
   1. Australia
   2. New Zealand
2. Enter your Username and Password then, click on the Login button

   

1. To prepare your data file for the upgrade, open the previous version by clicking on the Launch Accounts 2023 button
2. Open your company file. Print a copy and/or check financial reports such as your Trial Balance, Profit & Loss and Balance Sheet reports.
3. Create a backup of your Accounts Hosted 2023 company file(s) by going to File → Save Copy or Backup. Save your backup file (.QBB) to Reckon Accounts Hosted – My Backup (B:) drive.

1. Click on the File menu then select Exit from Accounts 2023 after you have backed up your company file and wait for the browser tab to close.
   Important!
   It is essential to perform the proper File > Exit function whenever you want to exit from Reckon Account Hosted.
   Please wait until the browser tab is closed automatically after performing a File Exit, the Hosted session is terminated successfully as a result. This will prevent later connection issues.
   
   We do not recommend that users close the web browser, or the browser tab, or close the Account Hosted application by clicking the Close button (X) on the top right of the window while the Hosted session is still active. This may cause issues when you try to launch a different Hosted version later.
2. Return to the Reckon Accounts Hosted dashboard page
3. Click on the Launch Accounts 2024 button when you log in and open your company file

Why does the button launch the incorrect version of Hosted?

1. Reckon Accounts will ask you whether you would like to update your file to the new version. Type ‘YES’ and click OK. 

1. Reckon Accounts will prompt you to create a Backup before the upgrade progress. Click OK to create the backup.

If you decide to restore the backup you created in the previous release, please ensure that you entered the exact file name in the File name field on the Restore To window. A message will appear asking if you wish to replace the company file. Click Yes to continue the upgrade process.

If the message below is shown, change the name of the company file then click Save

1. Reckon Accounts will then prompt you to take a backup of your company file. Click Finish and Reckon Accounts will automatically backup your file to Reckon Accounts Hosted Backup drive – My Backup (B:) drive.
   Click OK to save the backup onto the B drive.

1. Reckon Accounts will now prompt you to Update Company. Click Yes

1. Check financial reports such as your Trial Balance, Profit & Loss and Balance Sheet reports against the reports generated in Accounts 2023 as per step 3
2. Congratulations! Your Reckon Accounts file has been successfully updated.
3. If you have multiple Company Files, repeat this process with each of them

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/accountshosted

Or Log a Support Ticket: https://www.reckon.com/au/support/