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Enroll into our Reckon Accounts online short courses to learn in your own time! 

Choose from 7 different courses on offer held in our Reckon Training Academy, each covering important aspects of Reckon Accounts and Reckon Accounts Hosted.

For only $99 each (incl GST) you will gain access to an associated Workbook, a recorded Webinar and downloadable datafiles to use whilst navigating through a range of activities within Reckon Accounts.

This course will show you how to get started with Reckon Accounts and also teach you how to set up a Reckon Accounts data file using the EasyStep Interview wizard so that you are ready to enter in all your business’s financial transactions.  
You will enter some income and expense transactions into Reckon Accounts, process some inventory and payroll transactions and review your data by looking at some reports.

The Basics

Access to the course in the Reckon Training Academy  

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Introduction to Units of Measure 

This course will show you how to set up and transact in Reckon Accounts using Units of Measure.
Reckon Accounts uses Units of Measure to ensure that as inventory is purchased in one unit, like a carton, and sold in a different unit, such as singly, that the stock on hand reflects a true count.
You will use sample data to learn the different ways that Reckon Accounts can use Units of Measure. Ensuring your stock on hand is accurate will assist you in making more informed business decisions.

The course Workbook includes screen shots and useful hints. The dates used for the activities in this course are for the financial year beginning 01/07/20xx, and the screen shots reflect this. 

Preparing a BAS

This course will show you how to generate reports to support your BAS using Reckon Accounts.
You will use sample data to learn how to record and pay your tax liability and to protect the integrity of your data in prior reporting periods. Preparing your own BAS will assist you to make informed business decisions. 

Tips for Experienced Users

This course will help you identify some of the more common problems that bookkeepers and accountants experience when they are working on and with their client files. 
Identifying some of the more common problems before your accountant has your data file can save your business money in accounting fees.

Reckon Accounts  
Online Short Courses

Introduction to Lists

Learn how to navigate and utilise the Lists in Reckon Accounts.
You 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.
Reviewing your reports and graphs can  assist you in making informed business decisions.

Learning outcomes
Upon completion of this course you will be able to:

  • Install Reckon Accounts
  • Create a Reckon Accounts data file using the Easy Interview Wizard
  • Process some simple business transactions
  • Review business transactions in reports
  • Close a Reckon Accounts data file

Learning outcomes
Upon completion of this course you will be able to:

  • Understand what Reckon Accounts lists are and how they are used
  • Understand the Chart of Accounts
  • Understand the Item List, Fixed Asset List and Price Level List
  • Understand the Billing Rate Level List
  • Understand the Tax Item and Tax Code Lists
  • Understand the Payroll Item List
  • Understand the Class List
  • Understand the Other Names List
  • Understand the Customer and Supplier Profile Lists
  • Understand Templates
  • Understand the Memorised Transactions and Report Lists

Access to the course in the Reckon Training Academy  

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Tracking Inventory 

Learn how to manage your inventory in Reckon Accounts from beginning to end and every step in between to ensure that the tracking of your inventory is accurate. 
You will use sample data to learn the processes from ordering to selling.  Reviewing your inventory reports will assist you to make informed business decisions.

Learning Outcomes
Upon completion of this course you will be able to:

  • Set up some items and set up Units of Measure
  • Use Units of Measure in sales forms
  • Edit Units of Measure in Reckon Accounts
  • Disable and re-enable inventory and Units of Measure
  • Use Units of Measure in purchase forms

Access to the course in the Reckon Training Academy  

Enrol

Learning Outcomes
Upon completion of this course you will be able to:

  • Enable inventory in Reckon Accounts
  • Create inventory items
  • Set up units of measure in Reckon Accounts
  • Generate purchase orders in Reckon Accounts
  • Receipt inventory without a bill
  • Enter bills for receipted inventory
  • Create group items
  • Building manufactured items from inventory items
  • Review inventory reports
  • Adjust stock on hand
  • Create sales orders
  • Convert forms to other forms

Access to the course in the Reckon Training Academy  

Enrol

Access to the course in the Reckon Training Academy  

Enrol

Learning Outcomes
Upon completion of this course you will be able to:

  • Generate and review BAS supporting documentation in Reckon Accounts
  • Generate the Simplified BAS in Reckon Accounts
  • Review the Simplified BAS in Reckon Accounts
  • Record the tax liability in Reckon Accounts
  • Pay the tax liability in Reckon Accounts
  • Manage tax functionality
  • Set a closing date and closing date password

Adjustment Notes and Refunds

This course will show you how to generate adjustment notes in Reckon Accounts and also teach you 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. Reviewing the way you manage your adjustment notes will assist you to make informed business decisions.

Learning outcomes
Upon completion of this course you will be able to:

  • Adjust a customer’s account using a credit
  • Refund a customer in Reckon Accounts
  • Apply credits to a tax invoice
  • Apply existing credit notes to an invoice

Access to the course in the Reckon Training Academy  

Enrol

Learning outcomes
Upon completion of this course you will be able to:

  • Identify items linked to incorrect accounts
  • Identify items being used for purchases 
  • Utilise the Find function
  • Effectively process deposits not credited
  • Understand how to avoid entering the same expense in both Enter Bills and Write Cheques
  • Understand Header accounts and how to identify transactions posted to Header account
Enrol

Access to the course in the Reckon Training Academy  

Reckon Accounts & Accounts Hosted

Learn how to efficiently use Reckon Accounts desktop and Accounts Hosted software.

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