> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reckon

export const CommonDatasourceMoreInformation = ({datasource = "the data source", advancedurl = "", siteName = "CData Sync", driverVersion = ""}) => {
  return <>
      <p>
        For more information about interactions between {siteName} and {datasource}, see{' '}
        <a href={`https://cdn.cdata.com/help/${advancedurl}${driverVersion}/synch/default.htm`}>
          {datasource} Connector for {siteName}
        </a>.
      </p>
    </>;
};

export const CommonDatasourceAddConnector = ({datasource = "the data source", title = "the connector", destination = false, siteNameShort = "Sync"}) => {
  return <>
      <p>
        To enable {siteNameShort} to use data from {datasource}, you first must add the
        connector, as follows:
      </p>
      <ol>
        <li>Open the <strong>Connections</strong> page of the {siteNameShort} dashboard.</li>
        <li>Click <strong>Add Connection</strong> to open the <strong>Select Connectors</strong> page.</li>
        <li>
          Click the <strong>{destination ? "Destinations" : "Sources"}</strong> tab and locate
          the <strong>{title}</strong> row.
        </li>
        <li>
          Click the <strong>Configure Connection</strong> icon at the end of that row to open
          the <strong>New Connection</strong> page. This action opens the{' '}
          <strong>Add Connection</strong> dialog box.
          <br />
          <strong>Note:</strong> If the <strong>Configure Connection</strong> icon is not
          available, click the <strong>Download Connector</strong> icon to install
          the {title} connector.
        </li>
        <li>Enter a name for your connection in the <strong>Add Connection</strong> dialog box.</li>
        <li>Click <strong>Add</strong> to open the <strong>Settings</strong> tab for your connector.</li>
      </ol>
      <p>
        For more information about installing new connectors, see{' '}
        <a href="../connections">Connections</a>.
      </p>
    </>;
};

export const CommonDatasourceIntroSource = ({datasource = "the data source", siteName = "CData Sync"}) => {
  return <p>
      You can use the {datasource} connector from the {siteName} application to capture data
      from {datasource} and move it to any supported destination. To do so, you need to add
      the connector, authenticate to the connector, and complete your connection.
    </p>;
};

export const driverVersion = "M";

export const siteNameShort = "Sync";

export const siteName = "CData Sync";

export const datasource = "Reckon";
export const pageTitle = "Reckon";
export const advancedurl = "BA";

<CommonDatasourceIntroSource datasource={datasource} siteName={siteName} />

## Prerequisites

To use the {datasource} source with {siteNameShort}, you must install and configure the CData QuickBooks Desktop Gateway. The CData QuickBooks Desktop Gateway enables read and write access to QuickBooks in environments where direct COM access is not available (for example, ASP.NET, Java, or QuickBooks on a remote machine).

Follow these steps to prepare your QuickBooks environment for the first connection:

1. Download and install the CData QuickBooks Desktop Gateway.

2. In QuickBooks, open the company file that you want to connect to by using an administrator account in single-user mode.

3. Create a user in the CData QuickBooks Desktop Gateway, as follows:
   1. Open the gateway from the system tray.
   2. On the **Users** tab, add a user by specifying a user and password. Then, select the level of access in the **Data Access** menu.

      <Note>The CData QuickBooks Desktop Gateway does not use the **User** and **Password** properties to access QuickBooks. These values authenticate the user to the gateway. Authentication to QuickBooks is managed through the **Application Name** property.</Note>

4. Authorize the application. The first time that you connect, QuickBooks displays a dialog box prompting you to authorize the gateway. After authorization, you can run queries and commands against QuickBooks. Enter the CData QuickBooks Desktop Gateway URL along with the user name and password that you created. By default, the gateway connects to the currently open company file.

5. (Optional) Enable background access. If you want to connect when QuickBooks is not running, save the company file information for the user. The CData QuickBooks Desktop Gateway automatically will launch QuickBooks in the background and open the company file for that user.

**Notes:**

* If the QuickBooks UI is open, you can connect only to that company file. The user permissions that you configure in the CData QuickBooks Desktop Gateway must match the permissions for the QuickBooks user.
* The CData QuickBooks Desktop Gateway installs as a service in the current user account.

## Add the Reckon Connector

<CommonDatasourceAddConnector datasource={datasource} title={pageTitle} destination={false} siteNameShort={siteNameShort} />

## Authenticate to Reckon

After you add the connector, you need to set the required properties.

* **User:** Enter the username that you use to authenticate to {siteName} QuickBooks Desktop Gateway.
* **Password:** Enter the password that you use to authenticate to the CData QuickBooks Desktop Gateway.
* **URL:** Enter the URL for the CData QuickBooks Desktop Gateway. The {siteNameShort} application makes requests to {datasource} through the gateway.

## Complete Your Connection

To complete your connection:

1. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
2. Click **Create & Test** to create your connection.

## More Information

<CommonDatasourceMoreInformation datasource={datasource} advancedurl={advancedurl} siteName={siteName} driverVersion={driverVersion} />