Table of Contents

Viewing or changing your Reckon One plan

This article explains how to view and change your Reckon One plan.

Viewing your plan

  1. Log into Reckon (portal.reckon.com).
  2. On the relevant book, select the ellipses menu (3 dots) and select Settings.
Image of the book menu from the dashboard
  1. View your plan details, including your subscription details and next charge date.

Changing your plan

  1. Log into Reckon (portal.reckon.com).
  2. On the relevant book, select the ellipses menu (3 dots) and select Settings.
  3. Select Modify your plan.
    Image of the book settings customers can update. The options are to change the book name, deactivate your subscription, modify your plan and transfer ownership of the book
  4. Select Edit.
  5. Select the plan type (Accounting or Payroll), then select your plan. You can choose a plan in either Accounting or Payroll, or both.
  6. (Optional) To remove a plan, select Deselect.
  7. (Optional) Toggle between Annual and Monthly to see annual and monthly prices and change your billilng frequency. If you change your billing frequency, you will be charged the new price on the next renewal date. For example, if you have been on an annual subscription for 1 month and change to monthly billing, your plan will switch to monthly billing on your next renewal date in 11 months.
  8. Select Continue.
  9. Review your plan and payment information.
  10. Select Subscribe.
Changing plans will not remove data from your book. However, if you downgrade your plan, you will lose access to data created using features that were only available on the higher level plan. For example, if you were on a plan that allowed you to create invoices, and then you downgrade to a plan that doesn't, you will not be able to see any invoices you created on that higher level plan. To see these invoices again, you would need to upgrade your plan again.

Read more

 

How did we do?

Purchasing a Reckon One subscription

Reckon One: Book Subscription Settings

Related Articles

About Reckon One plans
Reckon One: Book Subscription Settings
Reckon Accounts Desktop: Changing your Company File password
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)