Installing and configuring Reckon Web Connector for Reckon Accounts Desktop

Overview

Reckon Web Connector allows you to connect your Reckon Accounts Desktop Company file with a web application.

Installing Reckon Web Connector

The Reckon Software Development Kit (SDK), the tool that is required to allow an app to connect to your company file, requires the integrated application to run under a logged-in user account to connect and exchange data with Reckon Accounts.

The Web Connector application must be installed on the same machine as Reckon Accounts using the same user account of the Computer for both the apps.

You will need to install Reckon Accounts Desktop first before you can use Reckon Web Connector.

  1. Download Reckon Web Connector (version 1.0.2.0, released on 26 Nov 2020) by clicking here.
  2. If you have an existing version of Reckon Web Connector, you will need to uninstall it first before installing the new version.

    To uninstall, go to Control Panel > Uninstall a program > double click on Reckon Web Connector to Remove.

    Once the existing version of Reckon Web Connector is uninstalled, you can follow the next steps.
  3. Open the downloaded zip folder
  4. Install Reckon Web Connector by running setup.exe
  5. You will need .Net Framework 4.7.2 installed. The Reckon Web Connector installer will detect and attempt to install .NET if required.

 

Configuring Reckon Web Connector

Before you can connect your 3rd party app with Reckon Accounts, you will need to configure Reckon Web Connect first.

  1. Open Reckon Web Connector
  2. Click on the ‘Add new’ button
  3. Connection name: Give it a friendly name to identify (for example, Shopify link)
  4. Schedule Minutes: The interim period when the recurring schedule will run
  5. Reckon Accounts Company file details
    1. Company file location
      1. Click on Browse and select your company file
      2. Click on the ‘Verify connection to QBW file’ button and ensure that Reckon Accounts is running, and the selected company file is open
      3. Reckon Accounts will show a Security screen to allow access to the company file. Select the ‘Allow even when Reckon Accounts is not running’ option.
  6. Connected app: Search for the 3rd party Application name by typing their name.
  7. Connected app details:
    1. Username (optional): Username of the 3rd party app (Basic Auth)
    2. Password (optional): Password of the 3rd party app (Basic Auth)
    3. Connection Id (optional): You will find this Id from the 3rd party application. It should be available under the Settings section of the app. Please contact the provider to find out if it is required and if so, how to obtain this information.
  8. Click OK to save the connection

You will now see the Connection showing up in the Connection List. It includes: Connection name; Schedule (min.), Status, Username, Company file location, Connection URL

You will also see the Events section showing the relevant information relating to the integration communication:


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/

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