Reckon Hosted Password on one company only

Barbara Allen-Guthrie

I want to give my Accountant access to one of my Reckon files, how do I put a Password onto the other company file?

Acctd4

Hi Barbara

Do you have different Users already set up ?

You do this under the Company dropdown menu > Set Up Users

Here you click on Add User & create the User Name & any applicable Password.

To edit the User you are logged in as, with that one highlighted in the list, click on Edit User

Kris_Williams

To put a password on a company file go to Company drop down menu and select change password.

Barbara Allen-Guthrie

Thank you both, I will check this out

Datarec

Hi @Barbara Allen-Guthrie,

The following Reckon Help Article and Community Post may also be useful for you.

https://help.reckon.com/article/ecojzy7cwb-how-to-share-company-files-in-reckon-accounts-hosted

https://community.reckon.com/discussion/7533931/sharing-company-file-in-reckon-hosted-for-working-on-same-file-at-same-time-got-best-response-fr

Barbara Allen-Guthrie

https://community.reckon.com/discussion/comment/20635429#Comment_20635429

Thank you but they don't have a Reckon id/user, I just want them to use mine but not see all my companies just one.

Datarec

Hi @Barbara Allen-Guthrie

If the other person is logging in using your Reckon Accounts Hosted User ID/Username, they would be able to see a list of all the QBW (Company Data Files) that are on your Hosted platform.

If the data files are password protected, then they cannot access it.

Be aware however that all files which are visible, can be downloaded from your Hosted Q:\ drive to a local hard drive.

Contrast this to sharing only a specific company data file to another person who has their own Hosted User ID/Username, where they can only see the specific company data file that is shared with them.

Barbara Allen-Guthrie

https://community.reckon.com/discussion/comment/20635432#Comment_20635432

Thank you this is such a learning curve for me