Thank you Shayne.
I understand about the 'Users' and only one logging in at any one time. But I have a client who has shared her file with her bookkeeper and when I log into Reckon Accounts Hosted and try to share the file with myself (through Control Panel), the company file is not listed to 'share'. We cannot get into the company file as my client has forgotten her password (she didn't think she changed it but it won't let her in). So I thought I might have been able to 'Share' the file (in Control Panel) and log in as another User. Anyway, it wouldn't let me so I am assuming you are only allowed to 'share' a file with one external party.
I dislike community forums. I want to ask Reckon a question and I want an answer from Reckon. Instead we are forced to post questions on this community forum and wait for lovely Reckon users, such as yourself, to comment.
I logged in with my client's user name and password and went into their control panel to share the file. I always do this when sharing my client's file - it's just easier for me to do it then try and explain to them how to do it. Ok - thank you - so you can share the file with several Reckon licence holders. I must be doing something wrong. I will have another go.
Re: Password - It is the company file password not the password to get onto Reckon Hosted that is the problem. My client rang Reckon and got a very rude consultant named Suzanne and got the run around and was told it would cost $300+ for Reckon to look at it.
After discussing the situation with my client, we have realized there never was a password on that company file - it is a new company file they setup when they changed from a partnership to a company 12 months ago and the old partnership Reckon file had a password but the new one does not. It is the new one she cannot get into and she logs into it regularly every couple of days. She had a short break while her laptop was getting fixed and now it is asking her for a password. My client is going to ring Reckon again and explain that and see what Reckon can do for her.
Thank you for your assistance.
Aaaahhh, that's what I was doing wrong.
Thank you so much
Glad you worked out to share the second and subsequent times following Rav's instructions. If you don't think you should have a password on the data file, just leave it blank and click OK..... hopefully that works?
Regards, Robyn Kelly
Where do we get their ID
Do I have to contact Reckon direct to get one?