Wbsync Documentation
Adding Connections

Reckon Accounts Hosted

Add new Connection โ€” Reckon Accounts Hosted

  1. Go to Settings > Connections

    Go to Settings > Connections

  2. Click the Add Connection button

    Click the Add Connection button

  3. In the popup, select Reckon Accounts Hosted

  4. Enter a label for the connection - this can be anything that makes it easy to distinguish between any connections.

    Enter a label for the connection - this can be anything that makes it easy to distinguish between any connections.

  5. Click Add

  6. You will be taken to the new connection setup

Connecting to Reckon Accounts Hosted

  1. Click the Connect your Reckon Accounts Hoste accounts

  2. This will take you to the RAH login and authorization page

    This will take you to the RAH login and authorization page

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

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

  4. Once you have successfully authorised Wbsync, you will be returned to the settings

  5. You will also be able to select the company file you want to connect to using the Reckon Company File dropdown

    You will also be able to select the company file you want to connect to using the Reckon Company File dropdown

  6. In the same company as selected in the Reckon Company File dropdown, setup a user for Wbsync to connect to RAH through

  7. 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
  8. Enter these details into the respective "Reckon Company File Username" and "Reckon Company File Password"

  9. Click save to save the details. The page will reload and you should see your details

    Click save to save the details. The page will reload and you should see your details

    Click save to save the details. The page will reload and you should see your details