This help note will show you how to connect and update your Reckon Accounts company file in Calxa, and also briefly discusses Calxa terminology and tax code associations.


NOTE 1: As of 15 September 2017 Calxa no longer supports Reckon Accounts for new customers. Calxa announced the change via this blog. This help note is intended as a guide for existing customers.

NOTE 2: Reckon Accounts is not supported for use with a Calxa online workspace. You must use an online accounting file with an online workspace.


Create Organisation from Reckon Accounts

  1. Click on the Organisation Management button

    Create_Org_MYOB_step_1


  2. Click on the Create new from drop down button and select QuickBooks/ReckonAccounts

    create_org_step_2


  3. The Currently Open option must be used when creating an organisation as access must be granted from within Reckon Accounts. Click the Next button to proceed.

    create_org_step_3

    Note
    - You will need to have your Reckon Accounts file open in Reckon Accounts.


  4. Reckon Accounts will now prompt you to grant permission for Calxa to connect to your Reckon Accounts file. Select Yes, always; allow access even if Reckon Accounts is not running and then click Continue.

    create_org_step_4


  5. Click Yes, when asked to confirm and continue.

  6. Calxa will then process the organisation data from Reckon Accounts; this may take a few moments.

    Note: If the import process fails please see the Things You Need to Know - Using Calxa with Reckon help note for troubleshooting tips. As of 15 September 2017 Calxa no longer supports Reckon for new customers.

    create_org_step_6



Terminology


Calxa broadly refers to cost centres including the organisation as Business Units. On your initial import Calxa associates Reckon Accounts classes as departments and customers/jobs are imported as projects. You may, however, manually change the terminology settings – for more information on this, please refer to the support note – Organisation, Business Units, and Budget Versions.


Tax Codes in Calxa

Due to the application programming interface (API) to Reckon Accounts, Calxa is unable to obtain the tax code associations. Calxa will set some default tax codes for you, however you should ensure that these tax codes are correct.


  1. Click on the Cashflow Settings button to review and change the default tax properties as necessary.

    Tax_1


  2. To edit the settings click the drop down menu in the Default Tax column of the account you wish to edit and select the appropriate tax setting.

    Tax_2


  3. Ensure you click the Save All button to save your changes.

    Tax_3



Updating your Organisation from Reckon Accounts


  1. Click on the Organisation Management button

    Create_Org_MYOB_step_1



  2. Select the organisation that you want to update from and click on the Update button

    Updating_2


  3. Select either Currently Open or Select QuickBooks File.

    Updating_3


  4. Calxa will then process the organisation data from Reckon Accounts; this may take a few moments.

    Note: If the update process fails please see the Things You Need to Know - Using Calxa with Reckon help note for troubleshooting tips. As of 15 September 2017 Calxa no longer supports Reckon for new customers.

    update_step_4