Reckon

Version 24.2.8969


Reckon


You can use the Reckon connector from the CData Sync application to capture data from Reckon and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Reckon, you first must establish a connection to Reckon. Follow these steps to connect Reckon to your Sync account:

  1. Open the Connections page of the Sync dashboard.

  2. Click Add Connection to open the Select Connectors page.

  3. Click the Sources tab and locate the Reckon row.

  4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

  5. Enter connection settings on the Settings tab:

    • Connection Name - Enter a connection name of your choice.

    • URL - Enter the URL for the QuickBooks Desktop GatewayDesktop Gateway. The Sync application makes requests to Reckon through the CData QuickBooks Desktop Gateway.

    • User - Enter the username that you use to authenticate to CData Sync QuickBooks Desktop Gateway.

    • Password - Enter the password that you use to authenticate to CData Sync QuickBooks Desktop Gateway.

    • Company File - Enter the name of the company file to which you want to connect.

    • Application Name - Enter the name of the developer application that you want to use. The default application is CData Reckon Connector.

  6. Click Create & Test to create the connection.

  7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Reckon, see Reckon Connector for CData Sync.