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Reckon Accounts Hosted

Add new Connection

  • Go to Settings > Connections

  • Click the Add Connection button

  • In the popup, select Reckon Accounts Hosted
  • Enter a label for the connection - this can be anything that makes it easy to distinguish between any connections.

  • Click Add
  • You will be taken to the new connection setup

Connecting to Reckon Accounts Hosted

  • Click the Connect your Reckon Accounts Hoste accounts
  • This will take you to the RAH login and authorization page

  • Use your RAH credntials to login and follow the prompts to authorize Wbsync

  • Once you have successfully authorised Wbsync, you will be returned to the settings
  • You will also be able to select the company file you want to connect to using the Reckon Company File dropdown

  • In the same company as selected in the Reckon Company File dropdown, setup a user for Wbsync to connect to RAH through
  • the steps below outline how to add a user to Reckon.
    • Ensure they have full access
    • A suggested username is Wbysnc (but this can be anything you like). Remeber to define a strong password
  • Enter these details into the respective "Reckon Company File Username" and "Reckon Company File Password"
  • Click save to save the details. The page will reload and you should see your details

 

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