How do I add access to my Accountant in Reckon One ?
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
Comments
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The usual method on providing access is to share your Reckon One book using the steps in the guide linked below. This does however
Adding via staff member access is a bit different as it provides access to the Reckon Portal account as well. I'll add a guide which has more info on that process here.
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