Follow the instructions below to connect your Receipt Bank Application with Reckon One.
This integration is currently only available in Australia. If you would like to integrate your account with Reckon One and you are outside this country please contact your Account Manager.
- Navigate to the Connections section of the menu
- Click on Integrations and then the green Choose Software button
- Select Reckon One from the list of software
- Follow the on-screen instructions which will take you to your Reckon One account
- Enter your credentials to sign in to the portal
- Choose the Reckon One Book that you want to use and click the Connect to Receipt Bank button
- At this point you should see a notification displaying a successful connection and click the Finish button.
- Finally adjust the general and tax settings and you are ready to proceed
