Excel Add-In for Reckon
Read, Write, and Update Reckon from Excel
The Reckon Excel Add-In is a powerful tool that allows you to connect with live Reckon data, directly from Microsoft Excel. Use Excel to read, write, and update Reckon Customers, Transactions, Invoices, Sales Receipts, Reports, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
Install the Add-In, configure your Reckon connection, and go!
Your Reckon data, your way!
The Excel Add-In for Reckon provides the easiest way to connect with Reckon data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Reckon tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.
Access Reckon data directly from Excel
Direct Access
Bi-Directional access to live Reckon Data from Excel
The Excel Add-In for Reckon is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.
Setup
Easy-to-use, straightforward configuration
- Install the Add-In
- Login with user & password
- Select tables
Installing the CData Reckon Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Reckon data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.
Data Selection
Select tables and columns
Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Reckon Data.
Data Analysis
Reckon Data with the full power of Excel
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel-based data analysis, and more!
- Modify and delete records.
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
FAQs
Frequent Reckon Excel connectivity questions
Common questions about integrating Reckon with Microsoft Excel.
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Download the Reckon Excel Add-In
Building custom dashboards & reports that connect with live Reckon data has never been easier. Download the CData Excel Add-In for Reckon now, and get connected.