DATA RECOVERY: How to share files for Reckon Accounts Hosted with the Data Recovery Team

When requiring the assistance of the Reckon Data Recovery Team, you would need to provide access to your data file.


You can either:

a) Share access to your specific company data file that is on the Hosted platform


How to share access if your company file is NOT YET already shared with any other Hosted User.

First login to Hosted, it takes you to page “Welcome to Reckon Accounts”. 

Click on “Control Panel”, 

then under “File Management” click on “Share Your Company File”. 

In “Select User” select your User-Id > 

In “Select Company File” select to add the specific company file to be shared > click Next. 

In “Select the User for access” enter User-Id of your accountant, 

search and add it to “Selected Users”, click Next. 

In next page click “Create Share”. 

A company file once shared, shows up in a folder (with same name as the company name) in your “My Live Q” drive in cloud.

How to share access if your company file is has been already shared with another Hosted User.

If a company file has been shared previously with someone and you want to share it with another user (i.e. the Data Recovery Team user), then you need to share that folder in which the company file is sitting. 

Login to Hosted, 

then Click on “Control Panel”, 

under “File Management” click “Manage Shared Folder Access”. 

Under “Select the Shared Folder” click and add the folder to be shared, click Next. 

In “Select the user” enter User-Id (of the Data Recovery Team user) to search it, 

then under ‘All Users’ click and add it to ‘Selected Users’, click Next. 

Now click ‘Grant Access’.

Here is a more detailed written guide with pictures.

http://www.reckon.com.au/Documents/Guides/AccountsHostedSharingYourFile.pdf 

Here is a support article with a video guide.

https://community.reckon.com/reckon/topics/how_to_share_your_company_file_to_other_hosted_users

b) If you prefer to send us the data file, download the file from your Hosted account and then send it to the Data Recovery Team

The Data Recovery Team would provide you with instructions for this after you have requested a case.

DATA RECOVERY: How to submit a Reckon Accounts Hosted data file for analysis