CData Excel Add-In for Reckon 2019 - Online Help
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Connecting to a Local Company File

CData Excel Add-In for Reckon 2019 - Build 19.0.7354

Follow the steps below to authorize with Reckon and connect to a company file when both Reckon and the add-in are running on your local machine.

  1. Open Reckon as an administrator and open the company file you want to connect to.
  2. Connect to Reckon. A dialog will appear in Reckon prompting you to authorize the add-in. After granting access to the add-in, you can now execute commands to Reckon.
  3. If you want to connect to the company file when Reckon is closed, set the CompanyFile connection option when you execute commands. Reckon will open automatically in the background with the file specified.

    Note that if Reckon is open through the application UI, only that CompanyFile can be used.

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Build 19.0.7354.0