How do I add access to my Accountant in Reckon One ?

scammer · January 2023

Hi All

The accountant has set up access and accepted invitation I sent as a staff member with "view only" access but he cannot see reports etc to do year end accounts - apparently..

Is this right access to give the accountant as I don't want them to do any adjustments in my accounts, in case they stuff it up as they are not a regular user of Reckon One [ ie just need them to be able to download data and import into their accountants software to produce financial statements and do company tax return ].

I found a similar post from 2017 in the discussion group and could not open the how to video..

thanks in advance

Rav · January 2023

The usual method on providing access is to share your Reckon One book using the steps in the guide linked below. This does however

https://community.reckon.com/discussion/7605395/reckon-one-sharing-your-book-on-the-reckon-portal

Adding via staff member access is a bit different as it provides access to the Reckon Portal account as well. I'll add a guide which has more info on that process here.

How do I add access to my Accountant in Reckon One ?

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