how do i give a copy to my accountant who doesn't have reckon hosted

Rod_7476441
Rod_7476441 Member Posts: 6
edited September 2018 in Accounts Hosted
My accountant can't open any of my company files on reckon hosted.  What does he need to open my company files?

Comments

  • Inigo
    Inigo Member Posts: 193
    edited April 2015
    He needs his own hosted account.

    Or get locally installed Reckon Accounts Enterprise program.

    -IM
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,073 ✭✭✭
    edited September 2018
    or if he doesnt have RA you can always export GL transactions to excel and send it to him,we are tax agents thats how we receive, thats one option ,or better , still like Inigo says being an an accountant he will be better off become a professional partner, i assume here, he doesnt have RA at all

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 468 Accredited Partner Accredited Partner
    edited February 2017

    Hi Rod,

    Have you gone into the Control Panel area and shared your company file with his login?

    Or does he not use Reckon at all?

    Kind regards,

    Sally McIntosh (Sally@samsolutions.com.au)