Hey Lisa,
Thank you for reaching out to us and welcome to the Reckon Community!
That’s probably the best solution; I was actually in the process of writing a step by step guide to achieve this outcome for you. I’m happy to hear you managed to figure this alternative out (great minds think alike!).
Please feel free browse through previous threads as they may hand tips and hints, or possibly share some of your wisdom with others!
Regards, Mirko