Quick guide to Reckon One after Reckon Accounts migration

Feature (as it's called in Reckon Accounts Hosted or Desktop)

Where to find it in Reckon One

ABA file (create)

In the Banking menu, click on Bank payments

Bank account (add, edit)

In the Banking menu, click on Bank accounts

BAS (simplified BAS)

In the Tax menu, click on BAS

Bills (enter, pay)

In the Day to day menu, Money out section, click on Bills

Chart of accounts

In the Day to day menu, Business section, click on Chart of accounts. If you want to add or edit a bank account, see Bank account in this list.

Company information

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. In the General section, click on Book settings

Company preferences

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. Click a menu item to set your preferences.

Customers (create, edit)

In the Contacts centre menu, click on Customers

Customer adjustment notes (refunds)

In the Day to day menu, Money in section, click on Customer adjustment notes

Credit note

In the Day to day menu, Money out section, click on Supplier adjustment note

Employees (add, edit)

If using payroll, in the Payroll menu, click on Employees. If not using payroll, you can add employees by going to Contacts Centre, then clicking on Employees.

Fast coding

In the Banking menu, click on Fast coding.

General journal entries

In the Day to day menu, Business section, click on Journals

Import bank statements

In the Banking menu, click on Bank transactions, select your bank account, then click on Manual upload

Items (create)

In the Day to day menu, Business section, click on Items

Items (view list)

In the Reporting menu, click on Reports. You'll find the Items list in the Customers and money in category.

Lists

In the Reporting menu, click on Reports. You'll find lists in the category they relate to.

Pay employees

In the Payroll menu, click on Pay runs.

Payroll items

In the Payroll menu, click on Payroll settings. Then click on Pay items.

Process Single Touch Payroll

In the Payroll menu, click on STP if you wish to make a pay event such as an update event, and click on EOFY if you wish to finalise payroll end of year.

Receive payments

In the Day to day menu, Money in section, click on Receive money

Statements (create statements)

In the Day to day menu, Business section, click on Customer statements

Super data export/export SAFF

In the Payroll menu, click SuperStream.

Super funds (add, edit)

In the Payroll menu, click on Payroll settings. Then click on Superannuation funds.

Suppliers (add, edit)

In the Contacts centre menu, click on Suppliers. If the supplier is a super fund and you're using payroll, you should instead create them in the Payroll menu. For more guidance, on where to do this, see Super funds in this list.

Templates

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. Templates are split into categories:

Customer related templates - click on Money in in the Day to day section.

Customer statements - click on Statements in the Day to day section.

Supplier related templates - click on Money out in the Day to day section.

Time

In the Day to day menu, Business section, click on Timesheets

Transfer funds

In the Banking menu, click on Transfer money

Users (set up users and roles, view users)

Click on the cogwheel in the top right of your Reckon One book, then click on Settings. To edit or add roles, click on Roles in the General section. To add or remove users, click on Users in the General section.