Extract and export your financials from Reckon One, be sure to line up dates with reporting period.

Once extracted file is ready, select the Financials menu item via LodgeiT -

Press "Reckon One"


Choose a pair of "Profit & Loss" and "Balance Sheet" and hit "Upload"


Alternatively,  you may also use our LodgeiT Smart Excel Utility, and choose "Reckon One"



Order of import is not important. You might import the reporting period pair (balance sheet & profit & loss) first.

If you need to make changes in the accounts, simply re-import after you've made those changes.

Once you've imported the files, navigate to and resolve any classification errors.