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 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

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

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

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.

Webinar 3 - Reaching Your Financial Goals:

Thu 26 Oct | 2.00 - 3.00 PM  NZST

Register now

New dates coming soon!

New dates coming soon!

New dates coming soon!

New dates coming soon!

New dates coming soon!


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