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Adding a Reckon Accounts Hosted Data Feed

This article explains how to add a Reckon Accounts Hosted Data Feed. It includes a few specific steps that are important to ensure things work as expected.

Connecting Reckon Insights to Reckon Accounts Hosted

Step 1: Log in to your Reckon Accounts Hosted Company File

  1. Go to https://hosted.reckon.com
  2. Launch the Reckon Accounts Hosted
  3. Then log into the Company File with the Admin user


Step 2: Add a new User for the Company file

You can define any User Name for the dedicated Reckon Insights user in your Company File.
In this example, we are naming the user as "ReckonInsights".
Important! Do not share this login with anyone or attempt to log in to Reckon Accounts Hosted with it, as this would block Reckon insights from accessing your file.
  1. Go to Company > Users > Set Up Users and Roles
  2. Click on New to set up a new user to be used by Reckon Insights to connect to your Reckon Accounts Hosted File.
  3. Enter the details below:
    1. User Name: ReckonInsights
    2. Password: <A password of your choice>
    3. Roles: Full Access


Click OK to save the User and also make a note of the password you selected.


Step 3: Switch the Company File to Multi-user Mode

Click on the File menu and see the setting under Close Company:

  1. Switch to Multi-user Mode – select this option to switch the Company File to Multi-user Mode.
  2. Switch to Single-User Mode – you are already in the correct mode and can progress to Step 4


Step 4: Add the Hosted Company File as a Data Feed

  1. Log into the https://portal.reckon.com
  2. Select Reckon Insights then click on Manage – it will open the Insights User and Feed Management page in a new tab


  1. To add the Reckon Accounts as a new data feed:
    1. For new users, click on Add first data feed

    2. For existing users, click on Manage Data Feeds then Add feed


  1. Select Reckon Accounts Hosted then click on Continue
  2. Follow the prompts to authenticate your Reckon Accounts Hosted subscription, then, continue to configure your feeds


  1. A secondary Identity log in will appear to Sign In. Use your Accounts Hosted User ID and password.


  1. You will see the list of Reckon Accounts Hosted files that you have access to. Select the file you want to add and click on Configure


  1. (Optional) You may change your Data feed name during this configuration. Note that by default, it will use the File Location of your Company File.
  2. Enter the User name (e.g. "ReckonInsights") and the Password you created
  3. Then, click on Configure

If an issue occurred during configuration, please see "Something went wrong. Check your data file credentials or try again later." when configuring a Reckon Accounts Hosted feed for Reckon Insights.

  1. Click on Add Users to assign Users to the Data Feed
  2. Select the access levels required and the User name, then click Done

Need more help?

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

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

How did we do?

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