Authorising BudgetLink to connect to a Reckon Accounts data file

Overview

In order for BudgetLink or other third-party tool to connect to a Reckon Accounts or QuickBooks data file, the application must be authorized.

Data File Setup dialogue for QuickBooks

QuickBooks - Application Certificate dialogue

To authorize BudgetLink to connect to your Reckon Accounts or QuickBooks data file, follow these steps.

Start BudgetLink;
On the Get Data Options dialogue, click on Manage Data Files;
Select your Reckon Accounts data file in the list and click on Edit Data File;
Click Authorise QuickBooks Connection and answer Yes when prompted to authorise;
The QuickBooks - Application Certificate dialogue will display. Select Yes to always authorise BudgetLink to connect to this file'
Click Continue followed by Done;
Return to BudgetLink and click OK on the message;
Click OK to close the Data File Setup dialogue;
Click Close to close the Manage Data Files dialogue;
Run your first Get Data.

The Authorise QuickBooks Connection only works when logged into your QuickBooks data file as an administrator.