Integrating Your GuestPoint with Reckon One

Step 1: Access Accounting Interfaces in GuestPoint

• Log in to your GuestPoint software.

• Navigate to Management > Setup > Accounting Interfaces.
  

Step 2: Select Reckon One as Your Accounting Software

• Within the Accounting Interfaces section, locate and select the option to connect with 'Reckon One'.
  
  
  

Step 3: Log in to Your Reckon Account

• You will be prompted to sign in with your Reckon One login details. Enter your username and password to authorize the connection.
  
  
  

Step 4: Map GuestPoint Items to Reckon One Items

• Once the connection has been successfully established, click on the 'Mapping' option.

• Carefully assign the relevant items from your GuestPoint software to their corresponding items located in the Reckon One items drop-down box. This ensures that data is categorized correctly when transferred.
  
  
  

Step 5: Schedule or Trigger Roll Over Report Sends

• After completing the mapping process, you have two options for sending your roll-over reports:

  • Schedule Automatic Sends: Set a specific time for the roll-over report to be automatically sent to Reckon One.

  • Trigger Manual Sends: Choose to manually trigger the send at the time of your daily or periodic roll-over.