Data Services: Recommendations for Reckon Accounts Business Range (Desktop)

Below are some recommendations:

Include the steps below into your regular routine as a preventative measure.

For Reckon Accounts desktop, I recommend the following be performed regularly:

1) Generate reports such as the following:

  • Trial Balance
  • Balance Sheet
  • Customer Balance Summary
  • Supplier Balance Summary

This will help confirm that the figures are as you expect them to be and that the debits values are equal to the credit values.

Save a copy of these as PDF or Excel files and save them with clear file names indicating the report and date they were created.

Having a collection of reports that you can refer to as snapshots of the figures at that point in time can be useful.

2) Make a backup of the company data file that includes complete verification option enabled.

Depending on the extent of changes you may make to the file such as the volume of data entry, this can be done daily, twice a week, weekly, monthly.

How to create a backup in Reckon Accounts Business Range (Desktop)

The backups created will be useful for troubleshooting purposes and as a safeguard in the event that a crash results in the current file not being openable.

[Note For larger files]

It may be faster to take 'snapshots', instead of using the built-in backup function of the Reckon Accounts software for your daily backups.

These snapshots are just copies of your actual company data file (QBW). 

You can create sub-folders like "Day 1", "Day 2", "Week 1", Week 2", etc.

These QBW copies can be placed in those user-created folders on your local computer C:\ drive or on an external USB device.

In the example below you can see 4 folders for each week in a month. Inside those Week folders, can be Day folders.

https://reckon.helpdocs.io/app/content/article/6y1bg3vj5q

To make a copy of a file:

i. Click on the file once so that it is selected

ii. Press the CTRL key and C key together to make a copy

iii. Press the CTRL key and V key together to paste that copy to a new location

Those QBW copies can be placed in user-created folders on your local computer C:\ drive such as within your Windows Desktop or on an external USB device.

For the "End of week" backups, these can be done using the built-in backup function that includes the complete verification.

https://www.reckon.com/reckon-blog/keep-the-integrity-of-your-reckon-accounts-data-file/

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