Accredited Partner Resources

Training Events

Events designed to help improve your skills using Reckon products.

Attend Live WebinarsWatch Recorded Webinars and How-to VideosAccess WorkbooksView Training Events

Find resources to to help you make the most out of your Partnership with Reckon

Ask questions and learn tips and tricks in our interactive webinars

Attend a Live Webinar

Reckon One Modules Webinars

Reckon One - In-depth Videos

Click here to watch short videos designed to help you master key functions in Reckon One.

Reckon Accounts and Accounts Hosted Short Classroom Sessions   

Have questions?

Reckon Community: community.reckon.com
Email: training@reckon.com
Phone: 1300 655 975

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Reckon Accounts Webinars with Clayton Oates

About Clayton Oates:
Clayton Oates, Chief Solutions Officer at QA Business has trained 1000's of businesses, accountants, bookkeepers & consultants in the use of Business Technology solutions.
In 2013, Clayton was awarded Reckon Accredited Partner and in 2015/16 was the first Australian to be included in the prestigious Accounting Technology Top 25 Thought Leader list.
We will be hosting a new series of webinars, presented by Clayton Oates from QA Business, to assist you in implementing business systems that build efficiency, add value and buy back time for your business
 
Become a Reckon ‘Master’ with valuable hints and tips on how to better complete tasks within Reckon Accounts, as well as discover new processes designed to streamline your accounting and help you save on fees.


Each individual webinar with accompanying workbook is only $99 incl GST.


Reckon Accounts Hints and Tips 3 part webinar series is only $220 Incl GST 



For all Reckon users:

Payroll End of Year - More info and to book:

BAS Processing - More info and to book:

Advanced Reporting - More info and to book:

End of Financial Year Guide - More info and to book:

Advanced Payroll - More info and to book:

Enrol

Access to the course on the Reckon Training Academy

Thu 8 Feb I  1:00 - 2:30 PM  AEDT

Register now

Access to the course on the Reckon Training Academy

Enrol
Enrol

Access to the course on the Reckon Training Academy

Enrol

Access to the course on the Reckon Training Academy

Reckon Accounts Hints and Tips - More info and to book:

For Accredited and Professional Partners:
Individual webinars:
For Small and Medium Businesses:

Access to the course on the Reckon Training Academy

Enrol

Access to the course on the Reckon Training Academy

Enrol

Conflict in the Workplace Webinar

Conflict in human relationships, even good relationships, is inevitable. So learning how to manage conflict is a key skill for anyone who works in a team, interfaces directly with customers or has a supervisory or managerial role in an organisation.

Hosted by training specialist Tim Perry, this webinar aims to provide you with the techniques to identify the source of conflict and teaches you how to manage and resolve it quickly and with professionalism. Learn skills like how to compromise and negotiate, finding the root cause of the issue, the importance of forgiveness, anger management techniques and de-escalating challenging situations.

Tue 22 Feb I  1:00 - 2:00 PM  AEDT

Register now

Effective Communication Webinar

Communicating is at the heart of everything that we do so 'effective communication' is what really can make a difference. Hosted by training specialist Tim Perry, this webinar will look at and guide you through what is communication, the different components of communication including;

1. Awareness Addressing peoples “blind spots”
2. Speaking Skills for expressing
3. Listening Skills for understanding
4. Interacting Skills for choosing

The webinar will help you increase your skills and knowledge when it comes to communicating effectively.

Thu 1 Mar I  1:00 - 2:00 PM  AEDT

Register now

Working with Upset Customers Webinar


Do you know how to deal with an angry client or a frustrated customer? Learn how to resolve difficult situations calmly and effectively.

Hosted by training specialist Andrea Suarez, this webinar aims to help participants be able to: 


1. Determine the source of conflict and who is the responsible party
2. Investigate the situation thoroughly
3. Respond effectively
4. Explore options that encourage compromise or alternative solutions
5. Communicate a desire to help using active listening skills
6. Take actions that solve problems

Thu 5 Apr I  1:00 - 2:00 PM  AEST

Register now

Time Management Skills Webinar


Discover how to eliminate time-wasters and watch your personal productivity soar.

Everyone starts with the same amount of hours–so why do some people seem to get so much more done? An inability to manage time efficiently can leave you feeling stressed, overwhelmed, and unproductive.

Hosted by training specialist Andrea Suarez, this webinar offers practical techniques that you can use immediately to gain control over your day. You'll learn how to plan and prioritize more effectively while managing interruptions and distractions. 


1. Identify typical time-wasters and create solutions to overcome them
2. Set goals and objectives to get things done
3. Plan your day to accomplish what is important
4. Understand how technology affects your ability to accomplish your goals
5. Identify where you are spending time wisely and how you are wasting time
6. Record your activities to make the best use of your time and increase your productivity

Thu 12 Apr I  1:00 - 2:00 PM  AEST

Register now

Working as a Team Player Webinar


Hosted by training specialist Andrea Suarez, this webinar aims to help teams develop the foundations for being more than just a ‘group’ by working with their leaders and team members to ensure:

1. Commitment to team purpose and direction
2. Shared goals, clear responsibilities and shared values
3. Effective team processes
4. A supportive team environment
5. Each person is taking responsibility to learn and continuously improve

Thu 19 Apr I  1:00 - 2:00 PM  AEST

Register now

Introduction to Units of Measure & Tracking Inventory 

In this session, we will show you how to set up a transaction in Reckon Accounts using Units of Measure to ensure accuracy within your inventory. 

You will use sample data to learn the different ways Reckon Accounts can use Units of Measure, which assist with accuracy and helping you make more informed business decisions. You will also learn the full process & step by step guide to manage your inventory.

Enrol

Mon 12 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Brisbane:

Enrol

Thu 8 Feb  I  Rego 1:30pm | 2.00 - 5:00pm 

Perth:

Gold Coast:

Enrol

Tue 20 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Adelaide:

Enrol

Wed 7 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Melbourne:

Enrol

Thu 8 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Melbourne:

Enrol

Thu 17 May  I  Rego 1:30pm | 2.00 - 5:00pm  

Melbourne:

Enrol

Wed 8 Aug  I  Rego 1:30pm | 2.00 - 5:00pm  

Enrol

Thu 22 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Sydney:

Enrol

Wed 13 June  I  Rego 1:30pm | 2.00 - 5:00pm  

Gold Coast:

Maroochydore:

Enrol

Wed 7 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Maroochydore:

Enrol

Wed 27 June  I  Rego 1:30pm | 2.00 - 5:00pm  

Toowoomba:

Enrol

Mon 19 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Hervey Bay:

Enrol

Mon 26 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Townsville:

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Mon 30 Apr  I  Rego 1:30pm | 2.00 - 5:00pm  

Cairns:

Enrol

Mon 21 May  I  Rego 1:30pm | 2.00 - 5:00pm  

Preparing a BAS

This course is suited for experienced users needing to increase skills in preparing a BAS within Reckon Accounts. We will show you how to generate reports to support and prepare your own BAS. 

You will use sample data to learn how to record and pay your tax liability and protect the integrity of your data in prior reporting periods.

Perth:

Tue 13 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Gold Coast:

Wed 21 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Brisbane:

Fri 9 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Adelaide:

Wed 14 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Melbourne:

Fri 9 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

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Melbourne:

Fri 18 May  I  Rego 8:30am | 9.00 - 12:00pm  

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Melbourne:

Thu 9 Aug  I  Rego 8:30am | 9.00 - 12:00pm  

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Sydney :

Thu 22 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

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Gold Coast:

Thu 14 Jun  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Maroochydore:

Thu 8 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Maroochydore:

Thu 28 Jun  I  Rego 8:30am | 9.00 - 12:00pm  

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Toowoomba:

Tue 20 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Hervey Bay:

Tue 27 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Townsville:

Tue 1 May  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Cairns:

Tue 22 May  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Adjustment Notes & Tips for Experienced Users

In this session, we will show you how to generate adjustment notes in Reckon Accounts and several methods to manage the credit due to your customers. 

You will use sample data to learn the different ways that Reckon Accounts can manage Adjustment notes and display reports. We will also provide useful tips for experienced users who need to increase skills in common areas.

Gold Coast:

Enrol

Wed 21 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Enrol

Tue 13 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Perth:

Enrol

Fri 9 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Brisbane:

Adelaide:

Enrol

Wed 14 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Melbourne:

Enrol

Fri 9 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Melbourne:

Enrol

Fri 18 May  I  Rego 1:30pm | 2.00 - 5:00pm  

Melbourne:

Enrol

Thu 9 Aug  I  Rego 1:30pm | 2.00 - 5:00pm  

Sydney:

Enrol

Thu 22 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Gold Coast:

Enrol

Thu 14 June  I  Rego 1:30pm | 2.00 - 5:00pm  

Maroochydore:

Enrol

Thu 8 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Maroochydore:

Enrol

Thu 28 June  I  Rego 1:30pm | 2.00 - 5:00pm  

Toowoomba:

Enrol

Tue 20 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Hervey Bay:

Enrol

Tue 27 Mar  I  Rego 1:30pm | 2.00 - 5:00pm  

Townsville:

Enrol

Tue 1 May  I  Rego 1:30pm | 2.00 - 5:00pm  

Cairns:

Enrol

Tue 22 May  I  Rego 1:30pm | 2.00 - 5:00pm  

Core / The Basics
Administration & setup, user & roles, payments & receipts, dashboards, and budgets & reporting
.

Small Businesses and Accountants / Bookkeepers

Payroll
Learn about our simple and fast payroll module that allows you to manage unlimited employees and stay automatically compliant with the latest tax-table changes, superannuation guarantee rates and other levies.

Projects
Track customers & suppliers, and manage items & review project reports. You will also learn about the creation of projects & sub-projects, and the process of invoicing customers & managing suppliers. This webinar will also cover the Time & Expenses module. Note: Some of the above features will require an active Invoice module.

Invoices
Administration & setup, create customer invoices & receive payments, templates, supplier bills & reporting and the  approval process.
.

BankData
Create bank connections & transaction rules, administrate the transfer of money and associated reporting. We will also review the creation of bank accounts and the 3 methods of bank transaction data entry.

Time & Expenses
Time & Expenses module tracks time spent on a particular project and account for all associated costs. Get instant timesheets and expense reports for jobs and gain additional insight into where money is being spent and how business is performing. When integrating this module with the 'Projects' or 'Invoices' modules, Reckon One becomes a comprehensive tool for logging time, staying on top of costs and billing clients & suppliers.

Small Businesses and Accountants / Bookkeepers

Small Businesses and Accountants / Bookkeepers

Small Businesses and Accountants / Bookkeepers

Small Businesses and Accountants / Bookkeepers

Small Businesses and Accountants / Bookkeepers

Wed 14 Feb | 9.30 - 10.30 AM  AEDT

Register now

Thu 15 Feb | 1.00 - 2.00 PM  AEDT

Register now

Wed 14 Feb | 11.00 - 12.00 PM  AEDT

Register now

Wed 14 Feb | 1.00 - 2.00 PM  AEDT

Register now

Thu 15 Feb | 11.00 - 12.00 PM  AEDT

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Register now

Thu 15 Feb | 11.00 - 12.00 PM  AEDT

Wed 28 Mar | 9.30 - 10.30 AM  AEDT

Register now

Thu 29 Mar | 1.00 - 2.00 PM  AEDT

Register now

Wed 28 Mar | 11.00 - 12.00 PM  AEDT

Register now

Wed 28 Mar | 1.00 - 2.00 PM  AEDT

Register now

Thu 29 Mar | 11.00 - 12.00 PM  AEDT

Register now
Register now

Thu 29 Mar | 11.00 - 12.00 PM  AEDT

Reckon One Mobile App (including Reckon Invoices App)

Reckon One mobile app is designed to make it easy to run your business on your Android or IOS device. Gain access to the dashboard to view your business data and manage your finances on the go. Learn how to see your net position, invoices customers, view invoice history, track cashflow, manage contracts and much more. 

Wed 14 Feb | 3.00 - 3.30 PM  AEDT

Register now

Wed 28 Mar | 3.00 - 3.30 PM  AEDT

Register now

Reckon are hosting a set of short 3 hour classroom training sessions. There will be 4 topics to choose from covering important aspects of Reckon Accounts and Accounts Hosted.

$165 Including GST per 3 hour classroom session including a workbook and refreshments.

This short course will show you how to get started with Reckon Accounts and how to set up a Reckon Accounts data file using the EasyStep Interview wizard so that you are ready to enter all your business’ financial transactions. 

We will also give you hints and tips on how to navigate and utilise the Lists in Reckon Accounts. We will use sample data to learn the different ways that Reckon Accounts can customise and add value to your reports and graphs by making a few adjustments to the way you already use the program.

The Basics & Introduction to Lists

The Basics & Introduction to Lists:

Mon 12 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Brisbane:

Thu 8 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Perth:

Gold Coast:

Tue 20 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol
Enrol

Wed 7 Feb  I  Rego 8:30am | 9.00 - 12:00pm  

Adelaide:

Melbourne:

Thu 8 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Melbourne:

Thu 17 May  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Melbourne:

Wed 8 Aug  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Sydney:

Thu 15 Feb  I  Rego 1:30pm | 2.00 - 5:00pm  

Enrol

Gold Coast:

Wed 13 June  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Maroochydore:

Wed 27 June  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Maroochydore:

Wed 7 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Toowoomba:

Mon 19 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Hervey Bay:

Mon 26 Mar  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Townsville:

Mon 30 Apr  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Cairns:

Mon 21 May  I  Rego 8:30am | 9.00 - 12:00pm  

Enrol

Reckon Accounts Hosted

Australia’s most functionally rich online accounting software.
“Beats all other web based systems on the market” - Charles Xuereb, 2grow fundraising
 
Presented by esteemed Accredited Partner, Robyn Ricket; in this 60min webinar learn the benefits, tips & tricks of Reckon Accounts Hosted.

Including:
 
Login & accessing the solution
File Management and Best Practice
Upload, Download and Copy functionality
File location
Share RAH File between Advisor & SMB
For all Reckon Hosted users:

Tue 6 Feb I  2:00 - 3:00 PM  AEDT

Register now

Mon 26 Mar I  2:00 - 3:00 PM  AEDT

Register now
Register now

Tue 8 May I  2:00 - 3:00 PM  AEST

Register now

Tue 19 June I  2:00 - 3:00 PM  AEST

Register now

Mon 30 Jul I  2:00 - 3:00 PM  AEST

Register now

Mon 10 Sep I  2:00 - 3:00 PM  AEST

Register now

Tue 23 Oct I  2:00 - 3:00 PM  AEDT


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