Zoho Books to Reckon Migration with Cloud Accounting
Reckon Migration
- Evaluate: Understand your requirements and assess the current setup.
- Plan: Outline a tailored migration strategy.
- Tailoring: Configure Reckon settings to your needs. setup.
- Add-Ons: Integrate add- ons to boost eficiency.
- Transition: Transfer financial data securely to Reckon.
- Verification: Double-check for data integrity.
- Train: Provide Reckon training to your team.
- Support: Help with any post-migration issue.
Why Migrate to Reckon?
As your business grows, so do its needs. While Zoho Books is excellent for small to medium-sized enterprises due to its simplicity and efficiency, expanding operations require more robust solutions. Reckon is designed to meet these advanced demands. It can manage higher transaction volumes, complex financial data, and extensive reporting requirements that come with larger businesses. Additionally, its capability to integrate with numerous business add-ons ensures your expanding business stays connected and efficient. With its comprehensive features, Reckon is the perfect partner for your accounting needs.
In essence, transitioning to Reckon is about ensuring your accounting system scales seamlessly with your business goals. Let’s make this transition confidently together with Cloud Accounting.
The Next Step: From Zoho Books to Reckon
In today’s digital era, financial data transcends mere numbers—it’s a critical asset. Migrating this extensive and valuable information can seem daunting. We see system migration not as leaving your past behind but as building upon it. During the switch from Zoho Books, we ensure that all your valuable data remains intact.
Our support extends beyond the migration process. We aim to help you maximize your new platform’s potential. If desired, we can guide you through key Xero features and recommend suitable add-ons to optimize your business operations.
End-to-End Conversion
Switching to Rackon is only your first step, and we’ve got your back from there. We’ll train you and provide ongoing support so that you feel confident using the software. Whether you’re setting up banking rules or making your own special reports, you can rest easy knowing we’ve got your back.
Our comprehensive Zoho Books to Reckon Conversion Service includes:
- Company Setup: Establish a new Reckon organisation for your business.
- Chart of Accounts: Customise the chart of accounts to match your business needs.
- User Setup: Manage user access to grant permissions to your team or accountant.
- Payment Gateway Setup: Integrate payment gateways for faster transactions.
- Multicurrency Accounts: Establish multicurrency bank accounts for global operations.
- Group VAT Return: Set up Group GST/VAT MTD returns for compliance.
- Payroll Setup: Set up employees in Reckon Payroll, including balances, deductions, and benefits.
- Apps Integration: Implement comprehensive consolidated reports
- Transaction Import: Import all historical transactions, from invoices to bank transactions
- Contact Import: Migrate all contacts including customers, suppliers, and employees.
- Financial Settings: Configure tax codes and financial settings.
- Bank Accounts and Feeds: Set up bank and credit card accounts, activate bank feeds.
- Department: Set up and import historical departmental data.
- Asset Register: Create a fixed asset register and define depreciation rules.
- Pension Setup: Establish pension schemes with NEST, Smart Pension, and other pension providers.
- Customised Reports: Set up tailored reporting templates.
- Consolidated Reporting: Implement comprehensive consolidated reports.
- Support & Training: Benefit from 4 hours of live training and 30 days of aftercare.
Expand Your Capabilities
We provide more than just migration services. Enhance your financial management with our comprehensive suite of additional offerings, including:
- Payroll Migration & Setup
- Purchase Order Migration & Configuration
- Project Migration & Setup
- App Advisory and Support
- Sage Healthcheck
- Sage Bookkeeping Cleanup Support
Discover how our tailored solutions can elevate your financial operations beyond the basics.
Some of Our Migration Clients
FAQs
Certainly! When transitioning to QuickBooks Online, you can be confident that almost all your data will transition smoothly. However, please note that we do not transfer inventory or stock items, as well as any cancelled or zero-value transactions
Certainly! When transitioning to Reckon, you can be confident that almost all your data will transition smoothly. However, please note that we do not transfer inventory or stock items, as well as any cancelled or zero-value transactions
Absolutely! We have expertise in handling multi-currency transactions during your migration. We’ll ensure accurate conversion and preserve the original foreign currency and exchange rates within your data.
Yes! We have expertise in migrating data from all Reckon regions. Whether you’re operating locally or globally, we can help you transition to Reckon smoothly.
Absolutely! It’s important to mention that all our Reckon migration packages include four hours of complimentary Reckon training.
The time required for the transfer can vary based on the complexity of your accounts and the amount of data to be migrated. While some transfers are completed in approximately 2 days, others with more complexity may take up to 10 days.
The time required for the transfer can vary based on the complexity of your accounts and the amount of data to be migrated. While some transfers are completed in approximately 2 days, others with more complexity may take up to 10 days.
Absolutely, we can migrate your department data or cost center into Reckon.
You have the flexibility to import as much historical data as you need. However, for meaningful comparisons, we suggest importing at least two years’ worth of data for a comprehensive side-by-side analysis.
Yes! We can migrate data from any accounting software, as long as it exports to Excel or CSV. Contact us to learn more
Step into the Future with Cloud Accounting
Ditch Reckon headaches! Migrate to Reckon seamlessly with our help. Schedule a consultation and start your journey to smarter finances.