Adding Accountant as a user

I have a 5 user licence. I already have 3 people accessing the file. The Accountant has requested login (which I have approved) and has said he already has an UserID number to access Reckon files. How do I add him as a user to our file without creating a new User ID?

Accepted answers

All comments

Hi @Lyn_10072495

For your accountant to access your company file, you can have the file shared with him under his Reckon Account Hosted - User ID.

Please find the attached article for your reference - How to share company files in Reckon Accounts Hosted - Reckon Help and Support Centre

Also, when you have the file shared with him, you can create a user credential for your accountant with required permissions for him to use while logging-in the file.

This can be done as in the screenshot provided below -

I hope this helps. Please feel free to reach out if any concerns. Thank you!

Regards

Tanvi

Reckon Accounts Hosted Announcements & Important Info

Don't miss announcements and important info for Reckon Accounts Hosted

Button

Reckon Accounts Hosted Ideas & Feature Requests 💡

Do you have an idea for a feature in Reckon Accounts Hosted? Let us know here!

Button

Find more posts tagged with

Who's Online