Migration to Reckon Payroll app

You can migrate your data from the Reckon STP app to Reckon Payroll app in a few simple steps.

You can perform FY2020-21 end of financial year STP report from Reckon Payroll app.

You can watch the help video to guide you with the migration steps.

  1. Download Reckon Payroll app from the app store on your device.
  2. Launch Reckon Payroll app after installing and tap on Sign in.
  3. Enter the email address and password you use to sign in to Reckon STP app. Then tap on the Sign in button.
  4. A Multi factor authentication (MFA) code will be sent via SMS to the mobile number associated with your Reckon STP account.
    Enter the MFA code to proceed.
  5. You'll be asked if you would like to migrate your data across. Refer to step 5A below if you'd like to migrate, or refer to step 5B if you'd like to use a new business, or start with a blank slate.
    1. If tap Yes, migrate from STP app button, you will need to enter a book name. Check the financial year start date and the company details before tapping Next to continue.
      Your business entity is presented by a "Book" in the app. Give it an easy-to-remember-name
      The migration process will begin. Please be patient, as it might take a few minutes. Tap Continue to start using Reckon Payroll app!
    2. If tap No, I'm setting up a new business button, you will be prompt to either enter your company name or ABN. Tap Return on the keyboard. A list of matching companies will be shown below.
    You'll be asked to enter the last 3 digits of the ABN - We do this to double check you've got the right company, and not accidentally one with a really similar name. Type in the last 3 digits of the company ABN.
    Next, double check or change the company branch number. If you don't use branches, leave it as 001.
    Once you're done, tap Next to continue.
    If the Branch or ABN you've selected is already register with us, you'll see a different screen.
    Either choose the option to enter a different branch number, or login with a different account if you think you who registered this ABN and Branch number with another account already.
    Check the name for your book and the Financial year start date if they're not quite right for you. Once you're done, tap Next.

After a brief delay while we get you setup, you're Done!

One some rare occasion you may run into an error during migration. Check out our guide for info on common migration issues and how to solve them.
We recommend that you check the employee and pay runs details after the migration has completed successfully. You will need to enter more details to your employee before you can create your first pay run in Payroll app. Refer to Adding employee help article for learn more.


Need more help?

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

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

How did we do?

Revoke employee access to Reckon Mate from Reckon Payroll mobile application

Reckon Payroll: Set up Pay Schedules on the Payroll app

Related Articles

Overview - Reckon Payroll Premier Upgrade App
Invite employees to Reckon Mate from the Reckon Payroll mobile app
Reckon API Sample App
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)