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

Iwalk
Iwalk Member Posts: 2 Novice Member Novice Member
in Reckon Accounts (Desktop)

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

Thanks

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,131 Reckon Accounts Hosted Elite 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 😬

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  • Kris_Williams
    Kris_Williams Member Posts: 4,201 Reckon Hall of Famer Reckon Hall of Famer

    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

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