Accredited Partner Training Resources

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Reckon Community: community.reckon.com
Email: partners@reckon.co.nz
Phone: 0800 447 292

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Reckon One - In-depth Videos

Reckon One Certfication

How-to Videos

Training Events

Workbooks

Watch video tutorials to learn how to perform basic tasks in Reckon software.

Events designed to help improve your skills using Reckon products.

Step-by-step workbooks to walk you through exercises in Reckon software.

The Reckon One certification process involves a series of short quizzes that covers key features of Reckon One Core system and its add-onn modules such as Invoices, Projects and Bankdata.
 
The certification series will take around one hour to complete and you will be able to refer to workbooks and video tutorials along the way should you reqire more information.
 
You will have the opportunity to be certified in the following Reckon One modules:
  • Core 
  • Invoices 
  • Projects 
  • BankData 
  • Time & Expenses
Completeing your Reckon One certification enables you to be eligible to become a Reckon Cloud Advisor. This free partner program for accountants, bookkeepers and software consultants rewards you with commission on Reckon One books, access to free training webinars& product eduation and exclusive invitations to Reckon events!

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

Introduction to Units of Measure in Reckon Accounts

Introduction to Reckon Accounts Lists

Adjustment Notes and Refunds in Reckon Accounts

Reckon Accounts Basics

Tracking inventory in Reckon Accounts

Common user errors in Reckon Accounts

Reckon Accounts Hosted

Navigating the Core Module

Navigating the BankData Module

Navigating the Invoices Module

Navigating the Projects and Time and Expenses Module

Reckon One Mobile App including Invoices App

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

Find training & support resources 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

Point of Sale Getting Started Webinar 

Reckon Accounts Hosted Webinars

New Zealand’s most functionally rich online accounting software.
“Beats all other web based systems on the market” - Charles Xuereb, 2grow fundraising
 
Presented by esteemed AU 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:
Register Now

Tue 13 June | 2:00 - 3:00 PM NZST

Industry and Worktool Series

Reckon One Workbooks:

Reckon One Core Module Workbook

Reckon One Invoices Module Workbook

Reckon One Projects Module Workbook

Reckon One Time and Expenses Module Workbook

Reckon One BankData Module Workbook

START YOUR RECKON ONE CERTIFICATION NOW

Reckon Accredited Partner Course

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

Small Businesses and Accountants / Bookkeepers

Tue 11 Jul| 9:30 - 10:30 AM

Register now

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.

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.

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

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

Register Now

Tue 11 July | 2:00 - 3:00 PM NZST

Reckon Accounts Webinars with Clayton Oates

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 AUD.


Reckon Accounts Hints and Tips 3 part webinar series is only $165 AUD (Early Bird offer - only until Friday 5th May 5.00PM. Normal price $220 AUD)

About Clayton Oates:

Clayton Oates, Chief Solutions Officer at QA Business Australia has trained 1000's of businesses, accountants, bookkeepers & consultants in the use of Business Technology solutions.

In 2013, Clayton was awarded Reckon Accredited Partner AU and in 2015/16 was the first Australian to be included in the prestigious Accounting Technology Top 25 Thought Leader list.

Individual webinars:

For all Reckon users:

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

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

Register Now

Wed 28 Jun | 6:00 - 7:30 PM NZST

Thu 10 Aug | 6:00 - 7:30 PM NZST

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Advanced Reporting - More info and to book:  

Wed 26 Jul | 3:00 - 4:30 PM NZST

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Tue 8 Aug | 9:30 - 10:30 AM

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Tue 11 Jul | 2:30 - 3:30 PM

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Tue 8 Aug | 2:30 - 3:30 PM

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Wed 12 Jul| 9:30 - 10:30 AM

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Wed 9 Aug | 9:30 - 10:30 AM

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Wed 12 Jul| 2:30 - 3:30 PM

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Wed 9 Aug | 2:30 - 3:30 PM

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Wed 12 Jul| 9:30 - 10:30 AM

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Wed 9 Aug | 9:30 - 10:30 AM

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At this three day accreditation course, you will learn the following skills to help you support and train your clients in Reckon Accounts and Reckon Accounts Hosted:

  • Setting up databases and preferences
  • GST Setup and understanding how Reckon Accounts handles this.
  • Advanced accounts receivable and payable
  • Job costing and advanced billing
  • Advanced stock setup and tracking
  • Advanced reporting and customisation
  • Database maintenance
  • Accountant features

Once the course has been completed an exam will be handed out which will test the skills you have learnt. Upon passing this exam you will receive all of the benefits of becoming an Accredited Consultant.

Coming Soon!

Enquire today

Or call 0800 447 292 for more information

Small Business Necessities Webinar Series 

How well is your business doing? Why not join our 3 part webinar series, presented by Reckon Training Specialist Andrea Suarez who was previously in learning and development for finance brokers on managing business processes. 

Here you will learn a few tips and tricks to have up your sleeve to excel in your current business. 

The best part is it’s all FREE to join.

Webinar 1:  Set an Action Plan. We will begin with setting up your financial goals for your small business. We will analyse where you are, where you want to be and how to achieve results. This includes a reflection on why small businesses fail, how to understand and manage cash flow, budgeting and forecasting via Reckon One.

Webinar 2: “Less is More”.  Work smarter, not harder. This series will give you tips on increasing productivity by simplifying your Business Processes including ways to communicate efficiently, delegating and outsourcing tasks and technology such as Microsoft Excel tips 

Webinar 3: Managing Data. Ctrl + S… where is your data saved? How are you currently managing your data? This series provides useful tricks on Microsoft Excel and Reckon One to manage your business data and records, which can assist with decision making on your business.

Webinar 1 - Set an Action Plan:

Mon 17 Jul | 4.00 - 5.00 PM  NZST

Register now

Webinar 2 - Less is More:

Mon 31 Jul | 4.00 - 5.00 PM  NZST

Register now

Webinar 3 - Managing Data:

Mon 14 Aug | 4.00 - 5.00 PM  NZST

Register now

Get the most out of your Apple Devices Webinar Series 



The Apple iPhone and iPad can be life-changing as it empowers you to do so much at the touch of a button but is it as easy as that? Join Christine David, owner and founder of IT 4 Retirees Pty Ltd who uses easy to understand language and simple demonstrations to demystify these devices and make them easier for you to use. This 3-part webinar series will open up a whole new world and showcase how your Apple devices can help with everyday tasks.

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Webinar 1 - Hints & Tips for your iPhone. Our iPhones seem to be an indispensable tool but are you using yours efficiently? Learn how to get more from your iPhone to save time and reduce your frustration levels.

Webinar 2 - Hints & Tips for your iPad. Your iPad gives you the power of a computer but is small enough to carry with you but are you using yours efficiently? Learn how to get more from your iPad to save time and reduce your frustration levels.

Webinar 3 - Travelling with your iPhone &/ or iPad. These smart devices enable you to stay connected with family, friends and the wider community whilst travelling but at what cost? Learn how to stay safe whilst online and ensure you do not get hit with exorbitant data charges.

Webinar 1 - Hints & Tips for your iPhone:

Tue 1 Aug | 3.00 - 4.00 PM  NZST

Register now

Tue 15 Aug | 3.00 - 4.00 PM  NZST

Register now

Webinar 2 - Hints & Tips for your iPad:

Webinar 3 - Travelling with your iPhone &/ or iPad:

Tue 29 Aug | 3.00 - 4.00 PM  NZST

Register now

Small Business Tune Up Webinar Series 

Reckon Training Specialist Tim Perry is presenting a new Small Business Tune Up Webinar Series.


This webinar series is designed to show small businesses some of the free and inexpensive tools available to them that will help with day to day time management, marketing on a budget as well as managing cash flow. 

This webinar series would suit small business owners who are sole traders or have up to 10 employees. It will demonstrate more effective ways to generate leads and increase sales as well as measure the tasks required to achieve this and software solutions that can help outline the financial requirements. As the adage goes, it costs a dollar to make a dollar, so join us to show you some of the most cost effective ways to spend your dollar!




Webinar 1 - Time Management Tools. The first webinar in the series will cover Wunderlist (a sharable list building application) and Slack (a project management and email replacement tool).

Webinar 2 - Marketing on a Budget. The second webinar in the series will cover Facebook Ads (which can be set up and run from as little as $1 a day), Google My Business (which is free to set up and provides great exposure for your business and SMS Broadcast (a quick an easy tool that will let you send out SMS on mass to your audience.

Webinar 3 - Cashflow Management. The Third webinar in this 3-part series will cover a great, cost-effective tool to manage your small businesses cashflow as well as profitability on certain projects.

Thu 17 Aug | 2.00 - 3.00 PM  NZST

Register now

Webinar 1 - Time Management Tools:

Thu 31 Aug | 2.00 - 3.00 PM  NZST

Register now

Webinar 2 - Marketing on a Budget:

Webinar 3 - Cashflow Management:

Thu 14 Sep | 2.00 - 3.00 PM  NZST

Register now

Personal Finance Webinar Series 

Reckon Training Specialist Tim Perry is presenting a new Personal Finance Webinar Series.


This webinar series is designed to help individuals and small business owners better understand their personal position regarding finance. 

You will learn how to conduct a self-SWOT (strengths, weaknesses, opportunities and threats) analysis that will allow you to make better strategic decisions. We will then go into creating a personal budget using excel, we will focus on the minutia that forms large chunks of money out each month. Based on this personal budget we will look at making certain decisions regarding where to most effective cut the fat so we can increase our surplus money. This surplus money can then be allocated to personal financial goals!

Webinar 1 - SWOT Yourself. The first webinar in the series will cover performing a self-SWOT analysis so we can first understand our current position and therefore be better prepared to make strategic decisions.

Webinar 2 - Personal Budgeting. The second webinar in the series will detail how to create a detailed personal budget using simple tools such as Microsoft Excel.

Webinar 3 - Reaching Your Financial Goals. The third webinar in the series will discuss how to best pick a financial goal and then allocating surplus money identified from the personal budget toward it. We will then look at how we can track and compare results between different goals.

Thu 28 Sep | 2.00 - 3.00 PM  NZST

Register now

Webinar 1 - SWOT Yourself:

Webinar 2 - Personal Budgeting:

Thu 12 Oct | 2.00 - 3.00 PM  NZST

Register now

Webinar 3 - Reaching Your Financial Goals:

Thu 26 Oct | 2.00 - 3.00 PM  NZST

Register now

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