Shared my file with accountant but now I have two files?

JenIdosaka
JenIdosaka Member Posts: 11 Reckoner Reckoner

Hi, I followed the instructions to share my company file with another user (my accountant), but when I did that it moved my company file to a folder with a shortcut link in the Q drive labelled mycompanyfilename - 083619. My website links to Reckon Accounts Hosted so this stuffed up the link as it couldn't find my file anymore. I restored my company file from a back up and that put the company file back in Q drive where it was originally. BUT there is still a copy of my file in the other folder it created when I shared the file. Will my accountant be accessing a different company file to the one I'm using? How do I get rid of the duplicate company file and make sure we are both accessing the same file?

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  • Acctd4
    Acctd4 Accredited Partner Posts: 4,067 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    Answer βœ“

    Reckon Accounts Hosted is the Reckon Accounts software program which is "hosted" on Reckon's servers (the "Q" Drive) to give users the benefits of "online" access. Only your specific login details have access to your Q Drive company file. Therefore, in order to share access with someone else, a special "shared" folder is created & your file then sits there in order to allow this shared access. It's not a duplication.

    Unfortunately though, you've now created a duplicate by moving it! Your accountant can currently access the file that's in that shared folder however he can't access your Q Drive. You need to delete the copy you've duplicated back in the Q drive to prevent you both inadvertently working in 2 separate files!

    Upon initial sharing (the creation of this shared folder, resulting in the file being moved), you simply need to Open Company File & navigate to it in it's new (shared) location. You should only need to do this the first time - it should default to there automatically after that ☺️

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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