Hello, can you please give us instructions on how a bookkeeper can change the ownership of a Reckon

Vanessa Erasmus
Vanessa Erasmus Member Posts: 3 Novice Member Novice Member
edited October 2024 in Accounts Hosted
Hello, can you please give us instructions on how a bookkeeper can change the ownership of a Reckon Hosted R2 file to a client?

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,222 Reckon Community Manager Community Manager
    edited September 2018
    Hi Vanessa,

    Is the file being shared with other users/the client?
  • Adrian_6974554
    Adrian_6974554 Member Posts: 164 Reckoner Reckoner
    edited September 2018
    Hello Vanessa

    If the shared folder has been setup under your (bookkeeper id) what you will need to to is take a backup of the data file.

    Log in as the client, restore the file, then reshare out the file, to all those requiring access.

    You then need to make sure you delete the data file etc from the old shared folder, so the file is not used accidentally.

    I then also set the number of files back to one, so the only link they then see is the new shared file, then reset to the correct number required.

    Also delete the short cut to the old shared folder.


    Adrian
  • Vanessa Erasmus
    Vanessa Erasmus Member Posts: 3 Novice Member Novice Member
    edited September 2018
    Yes, currently their old bookkeeper owns the file, we have suggested client takes over the file and they will invite us (accountant) as an advisor/user.
  • Vanessa Erasmus
    Vanessa Erasmus Member Posts: 3 Novice Member Novice Member
    edited September 2018
    Thanks Adrian
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