Integration with POS from Desktop to Hosted

If you are currently using Reckon's Desktop POS, you can migrate your data to Reckon Cloud POS.

To do this, you will need to upgrade from Reckon Accounts Desktop to Reckon Accounts Hosted. Once you have done this Reckon Cloud POS will be able to access your data directly from Reckon Accounts Hosted.

Complete Desktop POS tasks

1. Complete End of Day (Z) in Desktop POS
2. POST data to Reckon Accounts (Desktop)
3. Make sure no one is entering transactions in your Desktop POS

Upgrade your Accounts Desktop file to Hosted

1. Complete all the required work in Reckon Accounts Desktop and create a backup copy of your file(s)
2. Login to Reckon Accounts Hosted and upload the backup file (from the My Files toolbar and save it to B drive)
3. Once upload is completed, restore the backup file (File > Open or Restore > Restore a backup/portable file) to update your file to Hosted version (assuming that the user has purchased an account already)
4. Check the file to ensure all the data has come across correctly

Integrate with Reckon Cloud POS

1. Create or login to your Reckon Cloud POS Store > Management System
2. Go to PREFERENCES > Accounting Software > Integrate Reckon Accounts Hosted with Cloud POS (click here for instructions)
3. All of your Customers and Inventory items will now be transferred over to Cloud POS
   
   
   
   

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   Need more help?
   Ask the Reckon Community at: https://community.reckon.com/
   Or Log a Support Ticket: https://www.reckon.com/au/support/