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

scammer
scammer Member Posts: 1 Novice Member Novice Member
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

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,618 Reckon Community Manager Community Manager
    edited August 29

    The usual method on providing access is to share your Reckon One book using the steps in our how-to video here - Sharing your Reckon One book

    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 but I'd suggest using the sharing option from the button above.

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