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View or Modify your Reckon One plan

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

View your plan

  1. Log into your Reckon account at Reckon Customer Portal. If you are in a Reckon One book, go to the Cogwheel icon in the top right-hand corner of the screen and select Subscription & billing.
  2. On the relevant book, select the ellipses menu (3 dots) and select Settings.
  1. View your plan under Modify your plan.

Modify your plan

  1. Follow the steps mentioned above.
  2. Click on the Edit icon () next to Modify your plan.
  1. Choose the plan type (Accounting or Payroll), then Edit your plan.
Details
You can choose a plan in either Accounting or Payroll, or both.
  1. To remove a plan, select Deselect Plan and to add a plan, select Select
  2. Toggle between Annual and Monthly to see annual and monthly prices and change your billing 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.

  1. Click Get it now.
  2. Review your plan and payment information.
  3. 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.

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