Hello, can you please give us instructions on how a bookkeeper can change the ownership of a Reckon

Vanessa Erasmus
Vanessa Erasmus Member Posts: 3 Novice Member Novice Member
edited October 11 in Accounts Hosted

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  • Rav
    Rav Administrator, Reckon Staff Posts: 16,608 Reckon Community Manager Community Manager
    edited September 2018
  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 Reckoner Reckoner
    edited September 2018
  • Vanessa Erasmus
    Vanessa Erasmus Member Posts: 3 Novice Member Novice Member
    edited September 2018
    Yes, currently their old bookkeeper owns the file, we have suggested client takes over the file and they will invite us (accountant) as an advisor/user.
  • Vanessa Erasmus
    Vanessa Erasmus Member Posts: 3 Novice Member Novice Member
    edited September 2018
    Thanks Adrian
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