TDV Adapter for Reckon

Build 22.0.8462

Using the CData QuickBooks Desktop Gateway

The CData QuickBooks Desktop Gateway can be used to read and write to Reckon in situations where direct COM access to Reckon is not available (e.g., ASP.NET, Java, or Reckon on a remote machine). Follow the procedure below to connect to Reckon for the first time through the Desktop Gateway:

  1. If you have not already done so, download the CData QuickBooks Desktop Gateway from here and install it.
  2. Open the company file you want to connect to in Reckon using an administrator account in single-user mode.
  3. Open the CData QuickBooks Desktop Gateway from the system tray and add a user on the Users tab. Enter a User and Password and select the level of access in the Data Access menu.

    Note: The CData QuickBooks Desktop Gateway does not use the User and Password properties to access Reckon; the User and Password properties authenticate the user. Authentication to Reckon is handled by the ApplicationName property.

  4. When you first connect, a dialog appears in Reckon prompting you to authorize the application. After authorizing, you can execute commands to Reckon. Specify the URL of the Desktop Gateway and the User and Password. By default, the Gateway connects to the currently open company file.
  5. If you want to access Reckon when Reckon is not running, save the company file information for the user. The Desktop Gateway automatically opens Reckon in the background with the company file for that user.

NOTE: that if the Reckon UI is open, you can only connect to that company file. Additionally, the user permissions you specify for the Desktop Gateway must match the user permissions you used for Reckon. The Desktop Gateway installs as a service in the current user account.

How do I Connect to Reckon over SSL/TLS?

You can enable SSL/TLS on the Advanced tab.

You will also need to send your public key certificate to the adapter. You can do so by setting the SSLServerCert property.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462