How do I send a copy of accounts to my accountant Ot Take an Accountant's Copy ?

Iwalk Member Posts: 3 ✭

My Accountant has had trouble taking an accountant's copy. Could someone explain how to do this? We Have Reckon Accounts Plus 2023.



  • Acctd4
    Acctd4 Accredited Partner Posts: 3,395 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited August 2023

    I'm personally not a fan of using an Accountant's Copy - It's fiddly, has restrictions & can be very prone to issues.

    I'm wondering why the accountant wants this ? Why not just give him a Backup to work on in between your access ? (eg you finish on a Friday, give him a backup to work on over the weekend & restore it on Monday)

    I actually don't let Accountant's fiddle around in my Company Files as they rarely know the program well & like to create unnecessary GJs that post to (already-reconciled!) accounts πŸ™„πŸ˜€ Instead, I prefer to give them reports & have them let me know if they have any queries so I can clarify or make any relevant (correct) adjustments if required 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,287 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    I totally agree with Shaz, I do not let accountants make changes, I ask them to give me the changes they want, that way the client can see what they’re doing wrong