Reckon Accounts Personal Plus - online backup

Geoffrey Orr
Geoffrey Orr Member Posts: 5
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? 

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,204 Personal Range Expert Personal Range Expert
    edited June 2020
    yes, as long as he has the same version of PP as you.
    Just give him a copy to restore.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Geoffrey Orr
    Geoffrey Orr Member Posts: 5
    edited June 2020
    Thanks Gerry, but my accountant uses different software, mainly Xero. Wouldn't any advanced accounting software be able to open Reckon files?
  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,204 Personal Range Expert Personal Range Expert
    edited June 2020
    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.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Geoffrey Orr
    Geoffrey Orr Member Posts: 5
    edited June 2020
    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.
  • Geoffrey Orr
    Geoffrey Orr Member Posts: 5
    edited June 2020
    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.  
  • Geoffrey Orr
    Geoffrey Orr Member Posts: 5
    edited June 2020
    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.