The first time you connect, you will need to authorize the provider with Reckon. The provider makes requests to Reckon through the Remote Connector. The Remote Connector runs on the same machine as Reckon and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

Follow the steps below to authorize with Reckon and connect to a company file when both Reckon and the provider are running on your local machine.

  1. Open Reckon as an administrator and open the company file you want to connect to.

  2. Connect to Reckon. A dialog will appear in Reckon prompting you to authorize the provider. After granting access to the provider, you can now execute commands to Reckon.

  3. If you want to connect to the company file when Reckon is closed, set the CompanyFile connection option when you execute commands. Reckon will open automatically in the background with the file specified.

    Note that if Reckon is open through the application UI, only that CompanyFile can be used.

Using the Remote Connector

The Remote Connector 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 Remote Connector:

  1. If you have not already done so, download the Remote Connector from and install the Remote Connector on the machine where Reckon is installed.

  2. Open the company file you want to connect to in Reckon using an administrator account in single-user mode.

  3. Open the Remote Connector 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 Remote Connector does not use the User and Password properties to access Reckon; the User and Password properties authenticate the user to the Remote Connector. Authentication to Reckon is handled based on the ApplicationName property.

  4. When you first connect, a dialog will appear in Reckon prompting you to authorize the application. After authorizing the application, you can then execute commands to Reckon. Specify the URL of the Remote Connector and the User and Password. By default, the Remote Connector 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 Remote Connector will then automatically open 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, note that the user permissions you run the Remote Connector under must match the user permissions you run Reckon under. The Remote Connector installation process installs the Remote Connector as a service under 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 provider. You can do so by setting the SSLServerCert property.

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