Reckon
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How to connect your store with Reckon
Reckon is a powerful accounting software designed specifically for small businesses, helping to simplify daily financial tasks such as invoicing, payroll, expense tracking, and tax compliance. Whether through its cloud or desktop options, Reckon makes it easy for businesses to manage their finances, whether in the office or working remotely.
Integrating Reckon with Entactic enhances the value of your financial data. This integration not only simplifies daily accounting operations but also provides deeper data insights, helping you make smarter business decisions and improve operational efficiency.
Once integrated, Entactic uses Reckon’s transaction data and customer information to help you identify key customers, analyze sales trends, and optimize business strategies. With real-time data analysis, you can better manage cash flow, set sales goals, and improve overall business performance.
Why opening Rekcon sales channels?
Integrating Reckon with Entactic can make your financial data more valuable. Through the connection with Entactic, you can gain deeper insights from this financial data, identify key customers, and improve business decisions. Entactic not only provides you with real-time financial analysis but also offers actionable advice to help you optimize business processes, reduce uncertainty, and ensure your company stays competitive.
How to setup
Step 1: Use your email address to registeror log in on the Entactic website. If you already have an account, simply login.
Step 2: After logging in, the system will prompt you to enter a verification code sent to your email. Enter the code to complete the login process.
Step 3: Once logged in, if you don't have any business records yet, click the "Add Business" button to create anew one, or wait for the system to detect if someone has invited you to join anexisting business.
Step 4: In the Entactic dashboard, select"Connect Data Source." You will see a list of applications availablefor integration, including Xero, MYOB, QuickBooks, and Reckon.
Step 5: Click the "Connect toReckon" button, and the system will guide you to log in to your Reckonaccount.
Step 6: Enter your Reckon account information (such as email and password) and complete the login. The system mayask you to select the company you wish to connect.
Step 7: After logging in to Reckon, you need to authorise Entactic to access your Reckon data. This will enable Entactic to sync your Reckon data, including financial transactions, payroll data, and customer information.
Step 8: Once authorised, the system will start integrating your Reckon data into Entactic. You can use Entactic tomonitor your financial performance, generate comprehensive reports, and manageyour business operations with real-time insights.
Step 9: After the data sync is complete,you can view an overview of your business and key financial metrics on the"Progress" page in Entactic to ensure your business is on the right track.
Support
Coming soon
