How to Backup your Reckon file

How to Backup your Reckon file

How to create a Reckon Desktop File backup

To save the backup of your Reckon desktop file, please follow the following steps.

  1. Click on the File menu > Save Copy or Backup
  2. Select Backup Copy and click Next
  3. Select Local Backup and click Next
  4. Browse the location that you wish to save the file to eg. your Desktop


 How to create a Reckon Hosted File backup

Follow these steps to save your backup to your computer. 

  1. Click on the download icon located on the top right-hand corner of your screen
  2. Click on the “Look in:” drop-down menu and select “My Backup (B:) “ where your hosted backup sets are stored by default
  3. Select your Backup File or Portable Company file you want to make a local copy of
  4. The Reckon Accounts Hosted download function will automatically download your file to your web browsers default download folder location.
Here is a video regarding taking a backup that may assist.

You have successfully created a backup file and transferred it onto your local machine. Once done click on “Open Downloads folder” to navigate to the backup file.

 Your file is now ready to be uploaded via our website!