Reckon Accounts Personal Plus - online backup

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I currently backup my Reckon Personal Plus 2019 data to an external hard drive. However I would like to be able to give my accountant access to that data. I thought Reckon Backup might be suitable but I see that it is no longer available. Can anyone suggest a good way of doing this? 
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Geoffrey Orr

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Posted 1 week ago

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Gerry Winter, Accredited Partner

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yes, as long as he has the same version of PP as you.
Just give him a copy to restore.
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Geoffrey Orr

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Thanks Gerry, but my accountant uses different software, mainly Xero. Wouldn't any advanced accounting software be able to open Reckon files?
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Gerry Winter, Accredited Partner

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I am afraid not and any good accountants should have access to all accounting programs, if he joined the Reckon program he would get all the Reckon programs for free.
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Geoffrey Orr

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Thanks again Gerry. I may have been wrong in implying that my accountant doesn't have access to al accounting programs. I'll find out.
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David Hunt

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Most reliable way is to find the report you think is relevant to send to them (Tax Schedule or Capital Gains, or even a Register Report b/w certain dates etc.) then Print it to a excel file. In the Print dialog box just below the name of your printer should be an "Export to" drop down, select Tab delimited (compatible Excel) or similar. Then select where to save the file to retrieve it in the next step. 

Open the file in Excel, sometimes you may need to delete some extraneous footers etc. but your accountant should be able to use this data in excel by cut/pasting into their own system... This is what I do with my accountant. I also print the report to a PDF and send that also so that can read it as it's presented. Usually you are only giving them one year of summarised numbers at a time.

David
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Geoffrey Orr

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Thanks David for your very helpful advice. In the past I have printed out all relevant reports and given them to my accountant together with supporting documents.Last financial year my accountant's firm asked clients to submit all documents etc. electronically via an online form. This required quite a bit of extra work but having set up my folders and files for that purpose it would now be simple to do it electronically again for the current financial year (Australia, ending 30 June). However, that method would be impossible for my wife if I am  not around to do it so we have changed accountants, so I'm having to look at different ways of doing it.  
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David Hunt

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At that rate I suggest you find yourself another accountant, one who does not expect the client to do all the work by summarising and filling in forms. Sometimes the value tax returns are cheap for a reason - because they are spending no time getting to know the clients situation and what they can claim for..?
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Geoffrey Orr

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Quite, and that is what we have done. However, I thought it might be helpful to be able to give our new accountant access to my Reckon Personal Plus data  in addition to what I normally do but that does not seem feasible unless her firm has access to all accounting programs including Reckon PP as Gerry says they should. I'll find out about that, but it's not critical. Thanks again.