Access Accountants Copy of Hosted file

DebHoff
DebHoff Member Posts: 4

Good Morning - a client has provided me with a back-up of their Reckon Hosted file - how do I access it please? I have a Reckon One log in only - any advice would be appreciated.

Comments

  • Nickiu
    Nickiu Reckon Staff Posts: 28 Reckon Staff

    Hi @DebHoff,

    To open Reckon Hosted backup file, you will need to use Reckon Hosted or Reckon Account Desktop software. You won't be able to open Reckon Hosted file in Reckon One.

    Hope this helps.

    Nick

  • DebHoff
    DebHoff Member Posts: 4

    Thanks Nick. Am I able to download a trial copy of Hosted?

  • Charley
    Charley Member Posts: 538 ✭✭✭

    Best bet would be for to ask your client to add you as a 'user' and then you can access the live daqta file

  • DebHoff
    DebHoff Member Posts: 4

    To add me as a user requires a new licence is that correct?

  • Charley
    Charley Member Posts: 538 ✭✭✭

    As an Accountant/Tax Agent you get a free User Id (pretty sure). But you can also go in on your clients login if they'll let you

  • DebHoff
    DebHoff Member Posts: 4

    Do you have a link to the free USER ID?

  • Charley
    Charley Member Posts: 538 ✭✭✭
    edited November 2023

    You will need to ring Reckon or your client can add another user and set you up

  • Kris_Williams
    Kris_Williams Member Posts: 3,251 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    If your client gives you their own login details you don’t need a user ID, but you can’t both be logged in at the same time, assuming they only have a 1 user license