We are changing our book keeper but before we 'let them go' we need to change a few things.
So far we have created a new account and the current book keeper has added them as Admin to the existing Reckon One book and we successfully logged in and can view the existing book.
How do we make sure that when we remove them as admin on the book:
a) We still have access
b) Change the billing details
The book keeper set up the Reckon account under their personal account ID
We sign in using Google authentication (thats another issue i see coming if we stop using Google)
its also a pain that this has to be a credit card debit. Why cant we use bank direct-debit??
So far we have created a new account and the current book keeper has added them as Admin to the existing Reckon One book and we successfully logged in and can view the existing book.
How do we make sure that when we remove them as admin on the book:
a) We still have access
b) Change the billing details
The book keeper set up the Reckon account under their personal account ID
We sign in using Google authentication (thats another issue i see coming if we stop using Google)
its also a pain that this has to be a credit card debit. Why cant we use bank direct-debit??
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80 Points
- confused and annoyed
Posted 1 year ago
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342 Points
Rav, Community Manager
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59,770 Points
Hi there Bandie,
It looks like Fizzer's reply relates to Reckon Accounts Hosted whereas you're query is for the Reckon One product.
I've just flicked you an email to the address registered against your Community account. Take a look and get back to me when you've got a chance
Cheers
Rav
It looks like Fizzer's reply relates to Reckon Accounts Hosted whereas you're query is for the Reckon One product.
I've just flicked you an email to the address registered against your Community account. Take a look and get back to me when you've got a chance
Cheers
Rav
-
80 Points
I've responded with the details I think you asked for.
