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How to Import from Reckon

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Notes: 

  • You will want to perform an import each time you've updated something in Reckon that needs to also update in TSheets (e.g., updated team member name, new customer, etc.). 
  • To perform a sync, you must be logged into Reckon as the main admin and in single user mode. Also, you must use the computer that the TSheets integration is set up on.
  •  Performing a sync in the Web Connector performs an import during each sync and an export if there are newly approved timesheets.
How to Import:
  1. Open Reckon and the Web Connector on the same computer. 
  2. Select the appropriate company file, and click Update Selected.

See also: Reckon Integration Frequently Asked Questions (FAQ)

 

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