How do I add access to my Accountant in Reckon One ?

scammer
scammer Member Posts: 1 Novice Member Novice Member

Hi All

How do I add access to my Accountant in Reckon One ?

The accountant has set up access and accepted invitation I sent as a staff member with "view only" access but he cannot see reports etc to do year end accounts - apparently..

Is this right access to give the accountant as I don't want them to do any adjustments in my accounts, in case they stuff it up as they are not a regular user of Reckon One [ ie just need them to be able to download data and import into their accountants software to produce financial statements and do company tax return ].

I found a similar post from 2017 in the discussion group and could not open the how to video..

thanks in advance

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