MIGRATION: How to change your Reckon One book name

Datarec_ReckonLtd
Datarec_ReckonLtd Reckon Staff Posts: 1,039 Reckon Staff
edited December 2018 in Reckon One

1) Sign-in to the Reckon Portal

2) On the left-side navigation select My Products

3) Then select Reckon One

4) For the specific book that you want to interact with, click on the three vertical dots button then select Settings

5) Click the Pen icon for the Change your Reckon One book name section and change the name then click the Save button