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Update Reckon Data with a Microsoft Access Linked Table

Update Reckon data by creating a linked table in Microsoft Access with the CData Reckon ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Reckon, you can update live Reckon data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Reckon as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

When you are connecting to a local Reckon instance, you do not need to set any connection properties.

Requests to Reckon are made 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.

The first time you connect to your company file, you will need to authorize the Remote Connector with Reckon. See the "Getting Started" chapter of the help documentation for a guide.

Create a Linked Table to Customers Data

Follow the steps below to create a linked table, which enables you to access live Customers data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Customers table.
  3. Select the CData Reckon data source from the Machine Data Source tab.

  4. Select the Customers table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.