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Reckon One: Book Subscription Settings

Learn how to change your book name, deactivate your subscription, change your Reckon One plan or transfer ownership of the book.

Accessing book subscription settings

To access your book's subscription settings:

  1. Log in at portal.reckon.com or in your Reckon One book go to the cogwheel icon in the top right hand corner of the screen and select Subscriptions & billing.
  2. Click on the three vertical dots on the top right corner of the tile for the relevant Reckon One book. The Settings window will display.

Changing your book name

To change the name of your book, click the Edit icon () and make the required change.

Deactivate your subscription

To deactivate your subscription, click on the Edit icon () next to Deactivate your subscription. Please select a reason for deactivation from the list and enter a message.

Changing your Reckon One plan

Learn how to view and change your Reckon One plan.

Transfer ownership

Reckon One has support for managing multiple users and their roles and permissions. For more information on this, search "User roles" for instructions. Whilst there can be many users associated with a book, there can only be one owner of a book and its corresponding subscription.

 

To change the owner of a book, the current owner must initiate a transfer of the book to another existing user that has a Reckon account. Once the transfer is initiated, a request is sent to the new provisional owner asking them to accept the transfer. If approved, the ownership of the book is transferred to this user.

 

Importantly, transferring ownership will remove any existing users as well as removing any links to partners. The new owner will need to add or re-add any access they deem appropriate.

 

For more information about Transferring Ownership of a book, search "Transferring Ownership" for instructions. 


Need more help?

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

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


How did we do?

Viewing or changing your Reckon One plan

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