Always ensure you close your Reckon file correctly:
At least once a week verify your file:
Rebuild your data your file at least once a month
This process is like compressing your file. You would also run a Rebuild if there were errors found in your file after running the Verify Data process. Sometimes you need to Rebuild your file multiple times to fix data errors.
Ensure you regularly backup to another source apart from your hard drive i.e. USB stick or external hard drive
Set a Closing Date on your file after every BAS period (preferably every month after the Bank Reconciliation is done).
You can still make adjustments if required (you must have Administrator rights), but this will stop any transactions being accidentally entered or modified in a prior period.
Did you know you can change the colour of the cheque screen for different bank accounts?
Repeat these steps for each bank account
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