my accountant doesn't use Reckon hosted, so not sure how he is meant to look at my company file??

holysmoked
holysmoked Member Posts: 12
edited September 2020 in Accounts Hosted

Comments

  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 468 Accredited Partner Accredited Partner
    edited February 2017

    Hi Holysmoked,

    You could give them your login details so they can access your data. You can't access it at the same time though.

    Or you can just ask them what reports they need and print it off for them (or export to Excel).

    Kind regards,

    Sally McIntosh ([email protected])

  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited September 2020
    Also ask your accountant if they are a Reckon Professional Partner as this entitles them to free access to Reckon Accounts Hosted (as well as other products in the personal and business suite).
  • Rod_7476441
    Rod_7476441 Member Posts: 6
    edited February 2017
    Hi Sally.  Really?  Is this all Reckon offers.  I have 5 company account files and heaps of downloaded files and excel reports so they will be able to access everything.  It seems ridiculous.
  • Rod_7476441
    Rod_7476441 Member Posts: 6
    edited April 2015
    Thanks Jason. 

  • Inigo
    Inigo Member Posts: 193
    edited April 2015
    Rod,

    What do you expect Reckon to be able to do for you, if your accountant does not have the same software that you are using?

    Have your accountant sign-up for their own Hosted account and you can share with them just the exact company file you want them to access.

    Or go to an accountant who does make use of Hosted.

    -IM