Reckon Accounts Hosted - Best Practices

Best practices you can do to get the best Reckon Accounts Hosted Experience.

What is the correct method of logging out of Hosted?

If you do not log out of your Hosted account correctly, on the backend system it will still think you are logged in and it will stop you from logging in seamlessly the next time you attempt to login.

Steps:

  1. Go to File menu
  2. Click Exit
  3. Your Hosted screen will now turn to a black screen. Please wait for this screen to automatically close after about 10 seconds.
  4. You have now successfully logged out

What can you do when your Hosted is stuck or frozen? 

Reckon Accounts is stuck or frozen is the common issue that we get when using Reckon Accounts Hosted. One of the reasons is a loss of internet connection between yourself and Reckon Accounts Hosted. There are a few more causes why your Reckon Accounts freezes, but when it happens to help you log off the session and get back to using RAH again, follow the steps below:

Solution:

You can log off your session using the CONTROL PANEL; this will save you time calling support, especially during the end of the financial year where our help support is at its busiest time of the year.

Steps:
  1. 1. Close the Reckon Accounts Hosted Application and go back to Reckon Accounts Hosted Dashboard - if this is no longer open. Login to Reckon Hosted again.
  2. 2. Click on the Control Panel button.
  1. On the left-hand side, click the Log Off Remote Sessions.
  1. It will show all active User Sessions, click the Log Off Session that got stuck, and log back in.

Why do we need to create a backup often?

Using your Reckon File (.QBW) creates a log file (.TLG). The (.TLG) file accumulates in size through time without creating a backup (.QBB). Large (.TLG) file causes slow performance for Reckon Accounts Hosted. Regularly creating a backup makes sure your (.TLG) file does not accumulate in size and assures that you always have a current backup all the time.

How to create a backup file (Regular backup (QBB) or Portable backup (QBM)?

Note: Doing a complete file verify and rebuild before creating a backup is always recommended to keep the integrity of your backup. (You can access the verify and rebuild via File Menu > Utilities

Steps:

  1. Make sure that you are login to Reckon Accounts Hosted Application.
  2. Click the File Menu > Save Copy or Backup..
  3. Choose between a Backup copy or a Portable company file.

Note: Portable company file (.QBM) is the smaller version (.QBB). Creating a portable backup takes longer to create and restore as it compresses the company file. The process also verifies the integrity of your company file.


Why is it important to keep the most recent backup and delete a large (.TLG) file?

Helpful Article: How to improve Reckon Accounts Hosted by resetting the (.TLG) file.

Having so much backup sitting in the B drive of Reckon Accounts Hosted also causes slow performance. The same goes for having a large size of (.TLG) file. The (.TLG) file grows in size because it has been a while since the user made the file backup.

If you want to keep all your backups, we recommend that you download your backup and retain the most recent one in your Hosted B: drive (at least three months old).

Steps:

  1. Log in and launch Reckon Accounts Hosted.
  2. No need to open a file > expand the floating toolbar > Click the down-arrow to download your older backups.
  1. The Hosted File Explorer will open, and you can start downloading all your older backups and save them to your local computer or your prefered location.

Why is it important to be aware of information from your Reckon Accounts Hosted?

Your Reckon Accounts Hosted contains all important information to help you use Reckon Accounts Hosted to its full potential.

  1. The right-hand side of the screen shows Useful Links:
  • How-to videos - lots of video information will help you navigate and learn about Reckon Accounts Hosted.
  • Community - if you have any issues that you need assistance with, chances are other people may have already experienced it and can help.
  • Test your internet speed - we made it easier for people to test their internet speed to ensure their internet connection is not the cause of Reckon Hosted slow performance.
  • View backup log - the easiest way to find out when was the last time the user created a backup without launching the Reckon Accounts Hosted.
  • View email report - This is where we show all the emails that have been sent from Reckon Accounts Hosted.
  • Launch Fast Coding - Fastest way to launch the Bankdata from Reckon Accounts Hosted.
  1. Below the page is where all Important Updates are listed.

Other Helpful Articles

How to improve performance by resetting the TLG file.
Hosted Tips and Tricks.
Download your company file for offline use.
How to share company files in Reckon Accounts Hosted.


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/

How did we do?

Why am I receiving emails from accountshosted@reckon.com(accountshosted@reckon.com via amazonses.com)

Related Articles

How to download Backup (QBB) Files from Hosted
eInvoicing - Reckon Accounts Hosted
Reckon Accounts Hosted: Backups
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