Here highlight the process of converting data from Reckon to QuickBooks Online. You can easily migrate your company’s data from Reckon without any errors. When you start a company or if your company is small, you must have found it easier to manage the finances through Reckon.

This article will help you in conversion by providing a step-by-step guide. All in all, you just need to create a backup file, export it to your system, upload the downloaded file to the conversion tool, and start the error-free conversion. Always keep a backup of your company file, as a few data such as budgets, custom templates, and other data may not get converted. Want to know more? Keep Reading!

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About Reckon

Reckon One is a small business-friendly piece of online accounting software. It has tools that make managing finances easier for users, like invoicing, payroll, and cash flow management. You can view financial performance in real time with an easy-to-use interface and a dashboard that you can customize.

About QuickBooks Online

QuickBooks Online is cloud-based financial management software that is designed to slash the time that you spend managing your business finances. It helps you in managing tasks such as creating estimates and invoices and tracking sales and cash flow.

Key benefits of using QuickBooks Online

  • Accounts management
  • Security and backups
  • Multi-platform transparency
  • Interface and dashboard
  • Subscriptions and pricing details

System Requirements for a Successful Data Migration

The minimum requirements of the system for the migration of data from Reckon to QuickBooks are explained followed:

Operating System
1 Operating System

Any one window from any of the three windows i.e Window 8, Window 10, Window 11.

Operating System
2 Memory (RAM)

Minimum required Random Access Memory is 512 MB.

Microsoft .NET Framework
3 Microsoft .NET Framework

Minimum Version 2.0 is the requirement of the system for the data conversion

4 Processor

Minimum requirement of the processor is 500 MHz Intel Pentium II.

Hard Drive
5 Hard Drive

Minimum required available space in the hard drive is 2.5GB.

QuickBooks Desktop
6 QuickBooks Desktop

Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.

Reckon to QuickBooks Online Data Conversion

Want to know how can you move to QuickBooks Online from Reckon? Check out the steps mentioned below.

  • Sign Up to QuickBooks Online: Before you migrate your data from Reckon, it is a must to know your requirements from QuickBooks Online. As per your business needs, you will have to choose between QuickBooks Essentials and QBO Plus plan. Once decided, go ahead and purchase the plan.
  • Prepare your Data: Organize and export your data from Reckon in CSV or Excel. You must know that there is some information that remains intact and does not get converted during the QBO to Reckon conversion. To ensure there’s no data loss, you must create a backup file. Also, connect your system to a stable network. Lastly, use the same computer system for importing and exporting the data.
  • Upload the data: Once your system is well-prepared, upload the document to the Dancing Numbers Conversion Services and let the software do its work. While your data is being converted, you will not be able to use your old or new company file.
  • Reconcile: Once your data is converted, you will be notified. To ensure the accuracy of the data conversion, you must review, recheck, and reconcile. Use the post-conversion check-list mentioned below:
    • Verify Data
    • Configure Your QBO Account
    • Match the Unmatched Entries
    • Reconcile Your Bank Accounts
  • Use QuickBooks Online: Once all the post-conversion events are checkmarked, you can go ahead and start using QuickBooks Online to manage your company’s financial data.

Lists and Historical Transactions for Convert Reckon to QuickBooks Online

What We ConvertWhat We Dont Convert
Chart of AccountsExpense Claims
Customer DetailsPurchase Orders
Supplier DetailsSales Estimates
Opening Account Balances as of Conversion DateTracked Inventory
Open Invoices(Detailed) as of Conversion DatePayment Terms
Open Bills(Detailed) as of Conversion DateDeleted/Void Transactions
Items DetailsTransaction lines with Nil Values
Bank and Credit Cards balancesEmployee details
ACCRUAL Basis ReportSales Rep
_Customer Jobs
_Unreconciled Transactions

Reckon to QuickBooks Online Data Migration with Dancing Numbers


Built on Trust

We make sure that the conversion of your most important business history is flawless and correct. You have to feel confident in the proper migration of all historical data to the new system.


Accelerated Conversions

You have to speed up the time to conversion. Reduce time spent working on two systems at once and do away with double entering. Make sure your system is configured properly, that all tables and databases are operational, and that your bank accounts are linked properly.


Support and Training

Get custom training for your entire staff, including the leadership. Take full advantage of QuickBooks. You will be demonstrated how to use the 150+ pre-built reports and generate custom reports specific to your company.



QuickBooks can be made more powerful by adding custom modules, marketplace apps, or open API. Our developers will integrate, install, and customize solutions to your business processes.



You may rely on our professionals to troubleshoot and optimize for consistently excellent performance if you ever feel that your new QuickBooks system is slow or not performing as planned.


Keep Your Past Records

Rest assured that all crucial business historical data will be transferred accurately to the new system, ensuring its seamless integration.

With Reckon to QuickBooks Data Migration: Do More!

  • You can effortlessly produce and modify invoices and other sales documents with QuickBooks Data Conversion.
  • Provide regulated access to other users by connecting them to the QuickBooks Online account.
  • It is simple to use software that works in both Mac and Windows settings.
  • There is no significant learning curve with QuickBooks Data Conversion, so you can get started working straight away.

A Trusted Partner Familiar with Your Business and Industry

Our team of consultants at Dancing Numbers has extensive experience working with numerous businesses across various industries. We specialize in customizing QuickBooks and ERP systems to meet the specific requirements of each industry. Whether you own a small retail store, manage an international manufacturing business, operate a residential construction company, practice law, run a software company, or oversee a rapidly expanding nonprofit organization, we have encountered and successfully addressed similar challenges before. Count on us to provide the assistance you need.


Connect with An Expert Now!

In order to ensure a trouble-free experience for users, Reckon to QuickBooks Online Data Conversion services must be flawless and exceptionally secure. For prompt assistance and resolution, contact the QB experts if you encounter any difficulties during this process.

Frequently Asked Questions

What is the turnaround time?

Weekend conversions are offered with a turnaround time of 3 to 5 business days.

Is it possible to convert data from Reckon to QuickBooks?

Yes, it is possible to convert the financial data of your company to QuickBooks. Also, before you start the conversion process, remember that you must create a backup of your company file. This will stop you from losing important finance-related data of your company.

How do I migrate to QuickBooks from Reckon?

To migrate data to QuickBooks from Reckon you are required to first export your company file in Excel or CSV format. Then upload this file to the conversion tool by QuickBooks or use Dancing Number’s conversion tool. Start the import process and do not switch off your screen during conversion. After completion, reconcile the data, and start using QuickBooks.

How is QuickBooks different from Reckon?

Both QuickBooks (QB) and Reckon are financial tools, but they are different from one another based on many factors. QB’s user interface is very easy, cost-efficient, and has some advanced features compared to Reckon. Hence, people with higher business demands switch to QuickBooks.

QuickBooks has many versions. Which version should I pick?

Users with small businesses and fewer team members can go for QuickBooks (QB) Pro. However, if you own a growing business, you must opt for QB Premier, as it has more features that can be utilized in managing larger financial data. In case your business is flourishing, we would recommend you go for QB Enterprise, as this version is versatile and packed with advanced features.

Which tool should I use to migrate data from Reckon to QuickBooks?

You should use the conversion tool by Dancing Numbers. This tool effortlessly imports, exports, and deletes data. You can use this tool to export your company file data from Reckon and then export it to QuickBooks with the same tool. This tool ensures the conversion of data without any loss.

Are Reckon and QuickBooks are Same?

No, Reckon and QuickBooks are not the same. The company that created QuickBooks has developed an Australian version of its most recent offering, QuickBooks Online, which is a true cloud accounting solution.

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