How to cancel Reckon Portal account and set up again

Lyn Nosow

Having spent many hours trying to get my head around STP, saving many Reckon Community articles that I thought might help me when it was my turn to set up and watching the webinar a couple of times, I was still floundering. As I am past retiring age, this has caused me a great deal of stress, so I asked my daughter for help.We logged in as usual to try to find this Reckon Portal we were supposed to set up. We couldn't find it so went to the website and set it up and bookmarked it from there.
I read a  'How to' article and found that to access Reckon Portal, I was only to login to Reckon Hosted using my User Name, which I wasn't aware I even had. We have obviously now set this all up incorrectly and don't have a clue where to go from here. I posted a short query about this several hours ago, but had no response.
The last thing I wanted to do was have to ask for help, when you are all obviously so busy, but I find I'm going to have to do just that. Could someone please respond with some sort of clue as to what can be done?

Rav

Maureen Zohn_9713241

Hi I am in the same boat I created a new portal sign in not realizing I already had a sign in (using my normal login for Reckon hosted). The problem I have is that I have used my email address (in the new registrarion) and I need it to be used in my existing registration and it wont let me use it now. I need to remove that registration so I can update my correct email address in the existing registration I hope that makes sense and so I would like to see if you can remove a registration to.

Zappy

Use a different email address. Simples. I agree the portal solution is quite complex and the furthest thing from elegant but I have the luxury of doing this every day so now I have the process down to a fine art. Can you explain for me perhaps where you think you went wrong and I'll try to help. Kevin

Lyn Nosow

Zappy

If you have the portal set up you are nearly there. You need to use Gov Connect to set up your two factor authentication. Do this first and call me 0407744914

Lyn Nosow

Zappy

Lyn thank you for your kind words. It's great when things just work as they should

Carleen

Hi Kevin  i would like to ask a question, i set my Gov Connect portal up when i was using Reckon Desktop since then i have changed to Hosted, do i need to do any updated to the Gov Connect portal?

Zappy

Nope. You can use the same account as long as you are using the same Reckon file

Rav

Hi Carleen,
The only thing you need to do in GovConnect is to add Reckon Accounts Hosted as your product.

My screenshot shows all products selected so ignore that but in your case, just add Reckon Accounts Hosted.

Carleen

Thank you

Carleen

Cheers