How do I send my accountant an invitation to access my book?

How do I send my accountant an invitation to access my book?

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Hi @KrystalRass,

Please refer to our KB here for detailed instructions on how to share your book with the accountant.

Create new user in Reckon One, Delete the user, share the book with accountants - Reckon Help and Support Centre

You may also want to check this video tutorial.

RECKON ONE - How to share your Reckon One book

I hope it helps.

Best regards,

Karren

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