I am trying to share my Reckon One file with our Accountant. I have attempted to enter his email address to share it, have tried a 4 digit logon for his ID, have viewed all of the videos but I can not seem to share with him.
I go to Settings, and under the General section I select Users. I click Add and then a new window opens and I click on Add Staff . Our accountant gave us a 4 digit ID code. I type that into the Username or Email box and agree to add him as a user and then select Next but Reckon says "Unable to find staff in Reckon One database. Make sure that the staff member has an account with the online portal". So I tried the same thing with his email address and get the same message from Reckon.
I have also tried to share from the Portal page once I first log in and select the book I want to share and then select Share With User. I enter his email address and select Next and it searches but then says "Unable to validate username HIDDEN EMAIL ADDRESS". I tried to share with his 4 digit ID code and this did not work either.