Reckon - Payroll Guru class codes

This article contains the following topics:

  • Exporting Class codes from Reckon
  • Importing class codes into payroll guru
  • Assigning class codes to cost centres in payroll guru

What are class codes

Class codes in Reckon are designed to track income and expense for the class and produce a profit and loss report for each class.

Why is this important

If an organisation is using Reckon and Payroll Guru it can be useful to have the class data available in both programs.

Exporting class codes from Reckon

Export: Class list

Format: .IIF

1. Open your Reckon company file

2. Click File -> Utilities -> Export -> List to IIF files

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3. Click Class list and click OK

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4. Save file to your computer.

Importing Class Codes into Payroll Guru

1. Open Payroll Guru and select your company

2. Click Company

3. Click Reckon account setup 

4. Under Class Codes click Choose File and select the file exported in Exporting class codes from Reckon above, and click Upload class codes

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5. Done! Class codes have now been imported. To view class codes click View classes.

Assigning Class Codes to Cost Centres in Payroll Guru

1. Open Payroll Guru and select your company

2. Click Company

3. Click Cost centres

4. Under Reckon class, select the class codes for each cost centre and click Update cost centres

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5. Done! Class centres have now been assigned to cost centres.

 

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