The most common issue we have found when connecting Pinch to Reckon Accounts Hosted is that the file is either still in multi user mode or the Pinch specific user has not been added. Please follow the instructions below carefully. Once you have finished, go back to the page you were on and continue.
It's important to do this in a new tab or window.
Go to RAH and login to your file with the admin user. Ensure that ALL other users are logged out. If your file is currently in multi-user mode, change to be single user mode. If you see "Switch to Multi-user Mode" you are already in the correct mode and may proceed. This can be found as in the image below:
Add a new user to your file specifically for Pinch to communicate:
After clicking "New" ensure the details are entered as follows:
- User Name: Pinch
- Password: A password of your choice
- Confirm Password: As above
- Assign the role "Full Access"
Click OK to save the new user and make a note of the password. We'll use this later.
Important! Do not share this login with anyone or attempt to login directly to RAH using it as it will block Pinch from accessing your file.
Log out of RAH completely and return to the setup page you were on previously.