Invite bookkeeper.

carol_9264478

Hi. One of my clients has signed up for Reckon One. I would like him to invite me as a user. I have signed up for a trial version, but do not have anything else. Is it possible to do this?

Rav

Hi there Carol, welcome to the Reckon Community,

What your client will need to do is share their respective book with you, there are couple of resources we have here that outlines the process to do this. Check them out below -


KB Article - How to create a new user, delete a user, or share your book with accountants or other users in Reckon One

RECKON ONE - Sharing a Book with the new Reckon Portal

https://www.youtube.com/watch?v=tMAzO7CHrqw