Customised Letter Templates not available after upgrade to Accounts business

Legacy KB ID: 5089

Question

Why don’t I have access to my letter templates after upgrading to Accounts Business?  I get the error:

Reckon Accounts cannot find the preinstalled Reckon Accounts Letter Templates folder or one of its subfolders.

To prepare letters and envelopes, you’ll need to copy this folder and its contents from the Reckon Accounts CD-ROM to the folder where you save your company file.  Click Help for instructions.

 

Answer

Copy your customised Letter Templates from the Quickbooks Letter Templates’ folder in your Accounts Business 2013 data folder (or your previous QuickBooks version folder) to the Reckon Accounts Letter Templates folder in your Accounts business 2014 data folder. 

 

The Issue

The 2014 release contains more branding changes, converting references to QuickBooks and Intuit to Reckon Accounts and Reckon. 

The Quickbooks Letter Templates folder is now called Reckon Accounts Letter Templates.

When you launch Prepare Letters for the first time in 2014, Accounts Business creates the Reckon Accounts letter Templates folder and copies in the default letters.  Your customised templates are not copied. 

You will need to copy the contents of your QuickBooks Letter Templates folder into the Reckon Accounts Letter Templates folder. 

 

Workaround

1.    Close Accounts Business;

2.    In Windows Explorer, browse to your company file folder;

3.    Open the QuickBooks Letter Templates folder and copy its contents;

4.    Open the Reckon Accounts Letter Template folder and paste.

Open Accounts Business 2014 and you will now have access to your customised letter templates.

 

 

Need more help?

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

 

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