Get started with BookFlo

BookFlo lets you prepare bank transactions, bills and receipts before sending supported transactions to Reckon. Start by confirming whose records you are working on: a company group can contain several Reckon company files. Selecting a company in the sidebar is not the same operation as connecting a file in Companies.

Before you begin

Sign in with an account granted the relevant feature. A company administrator manages connections under Companies; ordinary users work only with the companies and tools made available to them. See Access and permissions.

Choose your work area

1. In the left sidebar, choose the company you intend to work on. Where a workflow asks for a file, select the correct company file as well; for emailed documents, use Connected Files to select the destination file.
2. Open Bills → Enter Bill, Bulk Upload, Email Bills, Bill History or Bill Settings for supplier invoices.
3. Open Receipts → Enter Receipt, Bulk Upload, Email Receipts or Receipt History for receipts. With receipt upload-only access, Bulk Upload is the available receipt workflow, not receipt history or entry.
4. Open Bank Feed → Upload Statement, Quick Entry, Reconcile or Feed History for bank and card transactions. Upload Statement imports a statement; it does not connect a live bank feed.
5. Open Rules to review or create supplier/payee coding rules, if the tool is available to you.

For example, if you handle a fictional client, Harbourview Joinery Pty Ltd, with separate Trading and Card files, check the chosen file before coding an AUD 148.50 receipt dated 18-09-2026. A correct company group with the wrong file still gives the wrong destination.

Administrator: prepare a Reckon file

Demonstration account before setup: this screen identifies the connection and business controls. It does not show a connected company file.

1. Open Companies. On the Reckon Integration page, check whether the connection says Connected to Reckon or Not Connected.
2. If not connected, select Reckon Accounts Hosted and choose Connect to Reckon Accounts Hosted; complete the provider authorisation. If the page reports Credentials not configured, connection is not ready; ask your organisation's administrator to resolve setup rather than attempting to push.
3. In the company group, use Add file to this group and select the file, then Connect file. If discovery cannot list files, the page offers a manual company-file-path option; confirm the path with your Reckon administrator. Do not invent a path.
4. Inspect the file's Reference Data panel. Allow an in-progress Syncing operation to finish. Last synced and the individual list statuses/counts indicate whether reference lists were fetched. If needed, use Sync now for idle data, Retry sync after an error, or Resync to refresh a previously synced file. These are setup/reference-data operations, not buttons for refreshing a routine transaction form.
5. Return to the desired workflow and confirm its company/file selection before entering or pushing a transaction.

Connecting Reckon One and choosing an Active Book are visible options, but current bill, receipt and bank-feed push routes do not support pushing to Reckon One. Use a supported Accounts Hosted connection for these pushes; see Reckon troubleshooting.

Expected result and problems

Your sidebar displays only the tools you can access; the intended company/file is selected and, for Accounts Hosted workflows, the administrator can see a connected file and its reference-data state. If a tool is missing, ask the administrator to check feature access and company sharing rather than switching to someone else's account. If lists are unavailable or a push fails, read the on-screen error and troubleshoot the connection; don't repeatedly push while the outcome is unknown.

Next: Bank Feed · Bills · Receipts · Shared guides.