This article explains how to connect your Reckon Accounts Hosted (RAH) file to Pinch Payments. It requires a few specific steps that are important to follow to ensure things work as expected.
Go to RAH and login to your file with the admin user. Ensure that ALL other users are logged out. If your file is currently in multi-user mode, change to be single user mode. If you see "Switch to Multi-user Mode" you are already in the correct mode and may proceed. This can be found as in the image below:
Add a new user to your file specifically for Pinch to communicate:
After clicking "New" ensure the details are entered as follows:
- User Name: Pinch
- Password: A password of your choice
- Confirm Password: As above
- Assign the role "Full Access"
Click OK to save the new user and make a note of the password. We'll use this later.
Important! Do not share this login with anyone or attempt to login directly to RAH using it as it will block Pinch from accessing your file.
Log out of RAH completely.
Go to the Pinch registration page by clicking HERE and complete the registration. You'll need:
- An email address to register with Pinch
- A password to be used when logging into Pinch
- Your username and password to login to your Reckon account
The image below helps you locate your User details:
After entering your details into Pinch including the user name and password added during step 2 you will be asked to select the file to use. It's important that this is the same file as you just configured to set to single user mode. We will also ask you for the username and password you created in your file during step 2 so we can access your Accounts Hosted data.
If the user name and password entered for your Pinch user are correct, you will be shown a page asking to input the following details:
- Bank Account Name of the account we should pay into
- The BSB and Account Number of the account we should pay into
- Your date of birth (or the owner of the company you are setting up)
- Your drivers license or passport number (or that of the owner of the company you are setting up)
Almost there! But this one is really important. The setup wizard will ask for you to tell us the bank account in your Reckon file that corresponds to the details entered in step 5. This is so we can add deposits to your bank account. If you have bank data feeds connected it will allow you to reconcile really easily.
Finally, copy the the HTML code from the setup wizard (under the Email Template Payment Link label) into your email templates. You can find email templates in Reckon by going to:
Edit -> Preferences ->Send Forms -> Company Preferences. It looks like this:
You can add the code to anywhere on the main body.
Important! Once you click to confirm the changes ensure your file is put into multi user mode otherwise we will not be able to connect to your file again.
To contact Pinch Payments support, email firstname.lastname@example.org
Alternatively, you may:
Find a Reckon Accredited Partner by clicking HERE.
Or Reckon support direct by clicking HERE.