We are a Reckon Partner and integrate with Reckon Accounts Premier, Reckon Accounts Enterprise on Desktop and their Hosted versions Reckon Hosted and Reckon One.
List of Reckon packages we integrate with:
Reckon Accounts Desktop:
- Reckon Accounts Premier
- Reckon Accounts Enterprise
Reckon Accounts Online / Hosted:
- Reckon Accounts Hosted
- Reckon One
We are listed on Reckon Ad-on Market Place and have just added support for Reckon Hosted Accounting Software & Reckon One.
Why use Tall Emu CRM and Reckon Accounts together?
Our Reckon Accounting Link lets you sync CRM with your Reckon Accounts, to allow customer, invoice, payment and other important accounts data to be shared.
Customers created inside CRM can be automatically created in Reckon Accounts, have an invoice created and copied to Reckon Accounts, then charge the credit card and post the payment details to Reckon Accounts too.
Reckon Accounting Link plugs into Tall Emu CRM’s workflow module giving you extremely flexible control of how CRM interacts with Reckon Accounts.
Reckon Accounts information can be used as the basis for campaigns or promotions. eg: a list of customers who’ve bought more than $200,000 worth of products from you in the last year, but nothing in the last month.
Customer details and key financial information.
Accounting Link allows the transfer contacts and key financial information such as sales summaries and account balances into the Tall Emu CRM system. You can also copy companies and contacts from Tall Emu CRM into your accounting system. This way the information kept in your CRM and your accounting system is kept in-sync automatically.
Once information is transferred into Tall Emu CRM, it becomes available to all users even if they normally they don’t have access to the accounting system. An example of this would be where members of the sales team using Tall Emu CRM can view customer account balances without requiring them to log into Reckon Accounts.
For more reason why to link go here – Benefits of Linking your Accounting software with CRM
How to I install Tall Emu CRM Accounting Link?
Reckon Accounts Link is included with every paid license copy of Tall Emu CRM. All you need to do is authorise your Reckon Company File to work with Tall Emu CRM (A simple process) and you’re ready to go.
Want to see more ?
Click here to see a short video which shows you how to set up the Reckon Accounts interface, import your Reckon Accounts data into CRM and push data back from CRM into Reckon Accounts.