MIGRATION: Sharing your Reckon One book with the Standard Conversion Team

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  • Updated 6 months ago
  • (Edited)
Reckon One book sharing for Standard Conversions

Login to the Reckon Portal

          


On the left-side navigation select My Products and then Reckon One.


          


For the specific book that you want to interact with, click on the  three vertical dots 

          


         


Select Share with... then select User

           



For Step 1 as a Standard Conversions enter the username

         ReckonMigrationAU then click the Next button






Now set the access level as Superuser, then click the Save button

      



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Data Rec, Employee

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Posted 11 months ago

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Scott Leonard

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ReckonMigration@reckon.com is not recognised by my program. I keep getting Unable to validate username ReckonMigration@reckon.com
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Rav, Community Manager

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Hi there Scott,
Please enter ReckonMigrationAU in the user name field when you reach the 'Share with User' step.

Let me know how you get on

Cheers
Rav