Reckon Hosted Password on one company only

Barbara Allen-Guthrie · March 2023

I want to give my Accountant access to one of my Reckon files, how do I put a Password onto the other company file?

Acctd4 · March 2023

Hi Barbara

Do you have different Users already set up ?

You do this under the Company dropdown menu > Set Up Users

Here you click on Add User & create the User Name & any applicable Password.

To edit the User you are logged in as, with that one highlighted in the list, click on Edit User

Kris_Williams · March 2023

To put a password on a company file go to Company drop down menu and select change password.

Barbara Allen-Guthrie · March 2023

Thank you both, I will check this out

Datarec · March 2023

Hi @Barbara Allen-Guthrie,

The following Reckon Help Article and Community Post may also be useful for you.

https://help.reckon.com/article/ecojzy7cwb-how-to-share-company-files-in-reckon-accounts-hosted

https://community.reckon.com/discussion/7533931/sharing-company-file-in-reckon-hosted-for-working-on-same-file-at-same-time-got-best-response-fr

Barbara Allen-Guthrie · March 2023

https://community.reckon.com/discussion/comment/20635429#Comment_20635429

Thank you but they don't have a Reckon id/user, I just want them to use mine but not see all my companies just one.

Datarec · March 2023

Hi @Barbara Allen-Guthrie

If the other person is logging in using your Reckon Accounts Hosted User ID/Username, they would be able to see a list of all the QBW (Company Data Files) that are on your Hosted platform.

If the data files are password protected, then they cannot access it.

Be aware however that all files which are visible, can be downloaded from your Hosted Q:\ drive to a local hard drive.

Contrast this to sharing only a specific company data file to another person who has their own Hosted User ID/Username, where they can only see the specific company data file that is shared with them.

Barbara Allen-Guthrie · March 2023

https://community.reckon.com/discussion/comment/20635432#Comment_20635432

Thank you this is such a learning curve for me

Reckon Hosted Password on one company only

Answers

Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

Accounted 4 Bookkeeping Services

Ballajura, WA

(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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