Select a plan:

Lite – up to 100 transactions/month: $3/month

 

Medium – up to 250 transactions/month: $5/month

 

Advanced – up to 500 transactions/month: $7/month

 

Reckon One BankData – up to 1000 Transactions: $7/month

 

Setting up Reckon BankData for Accounts Business and Accounts Hosted

Reckon Accounts BankData

Reckon BankData is a service to allow Reckon Accounts users to directly access the transactions in their nominated bank and credit card accounts.
This process replaces the need to access the bank’s website and create a QIF file to import into Reckon Accounts.

Users require a Reckon Accounts Accounting and higher, 2014 and later product, or a current Hosted licence.

Once the Bank Feed is established users will need to allocate or match bank entries to their bank ledger account in Accounts Business in the same way a QIF import is allocated or matched.

BankData provides 2 channels to access bank transactions.

Direct Bank Feeds

These are highly secure feeds for bank accounts between your Bank and Reckon and are available for:

  • ANZ
  • CBA
  • NAB
  • Westpac
  • St George
  • Bank of Melbourne
  • Bank of South Australia
  • Bank of Queensland
  • ANZ New Zealand
  • Westpac New Zealand
  • ASB Bank
  • KiwiBank
  • TSB Bank

A limited number of banks offer direct feeds to credit card accounts for some of their credit card range. These include:

  • ANZ – Business One series
  • Westpac – Live series
  • KiwiBank

Applications require a signed bank authority form that will be submitted to the bank for approval. This process will take up to 8 days to complete.

Yodlee Feeds

A wide range of banks and credit card institutions are available by our alternate channel provided by Yodlee Inc – see our list of currently supported financial institutions. This is a less secure but more flexible internet based connection that can access your accounts, extract transaction information and deliver them to your BankData record. Yodlee Inc will ask for and keep securely your financial institution internet login credentials to use daily.

Setting up bank feeds

Reckon Accounts BankData import process

Upgrade Bookkeeping