Reckon to Xero Conversion

Includes:

• Setup Xero account & settings
• Reckon chart of accounts
• Xero report codes & tax codes matched
• Conversion balances
• Transaction history for the year to date
• Invoices, bills, bank transactions & journals
• Contacts
• Items
• Classes become tracking categories
• Bank feed gap period imported

Additional options:

• Employee & payroll $25 p/employee (min. $100)
• Multi-currency $77
• Custom chart of accounts $120
• Additional years of transaction history $165 p/year
• Detailed opening sales/bills from min. $165
• Credit allocations from $2 p/entry (min. $25)
• Attachments on invoices/bills from $220 /500 attachments
• Supplier bank details in contacts $210 / 1000 contacts
• Xero training & support +$120 p/hour

How it works

Reckon is an underdeveloped accounting system being a victim of changes in ownership and delays in moving to the cloud and with recent development focused on a new cloud replacement which is early in its development. Reckon has limited data exporting capability which means the conversion process is much more manual than other systems however despite these challenges we now have a full transaction history conversions service available.

Finally you can convert from Reckon to Xero even for those complex file conversions or large files other conversion services are not able to achieve.  With our Reckon to Xero conversion you can retain all your sales, bills, journals and bank data history you have stored in Reckon over as much history which is available in your file.

Most Reckon to Xero conversions will take 5 business days or less to complete depending on what options are selected and the number of transactions/records to convert. Once the conversion is completed we can transfer the Xero subscription to you for instant access or manage your subscription for you at no additional cost.   We can even secure discounts on your Xero subscription of up to 50% depending on what promotions are available at the time of conversion.

Now that all your transaction history can be captured year to date or even for previous years there is no need to delay the conversion until the year or quarter end. Take advantage of the time saving features, additional functionality and access to the massive add-on solutions marketplace on offer with Xero without further delay!

Please note:

• Chart of accounts – Reckon’s GL codes and names are imported and best matched to Xero report and tax codes. There will be a few Xero system accounts created.
• Multiple accounts receivable and payable control accounts will be merged to a single account for each.
• Multiple GST control accounts will be merged to a single GST account.
• Custom sales tax rates are converted into default Xero tax rates with “Tax Adjustment” entry as separate line item in Xero.
• Temporary clearing accounts are used to pass through receivables, payables, bank transactions and inter bank transfers.
• There maybe some rounding differences due to the way the systems calculate GST.
• Transactions without contact name in Reckon will be transferred as “No Name” contact in Xero.
• Wine Equalisation Tax (WET) is converted by adding a description line item to the invoices. Please note that we do import WET as a Tax Type.
• There are specific workarounds and often extra charges for Multi-Currency which we will notify you of if applicable.
• Inactive Accounts and contacts if used in Reckon in the conversion period are turned into active accounts or contacts in Xero.
• We take every effort to provide the exact data in your Reckon  transactions, however due to the limitations of few fields which are different in Reckon and Xero we might have to use some workarounds to bring the transactions in.