Using the CData ODBC Driver for Reckon Accounts Hosted in PyCharm

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Reckon Accounts Hosted from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Reckon Accounts Hosted as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

1. Click File -> Settings to open the project settings window.
2. Click Project Interpreter from the Project: YourProjectName menu.
3. To add pyodbc, click the + button and enter pyodbc.
4. Click Install Package to install pyodbc.

Connect to Reckon Accounts Hosted

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

• SubscriptionKey: Required. You get this value when you created your developer account.
• CountryVersion: Defaults to 2021.R2.AU.
• CompanyFile: Required. The path to the company file.
• User: Required. The username of the company file.
• Password: Required. The password of the company file.
• InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
• CallbackURL: The redirectURI of your Custom OAuth App.
• OAuthClientId: The client id of your Custom OAuth App.
• OAuthClientSecret: The client secret of your Custom OAuth App.

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

Below is the syntax for a DSN:

[CData ReckonAccountsHosted Source]
Driver = CData ODBC Driver for Reckon Accounts Hosted
Description = My Description
SubscriptionKey = my_subscription_key
CountryVersion = 2021.R2.AU
CompanyFile = Q:/CompanyName.QBW
User = my_user
Password = my_password
CallbackURL = http://localhost:33333
OAuthClientId = my_oauth_client_id
OAuthClientSecret = my_oauth_client_secret
InitiateOAuth = GETANDREFRESH

Execute SQL to Reckon Accounts Hosted

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc

cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for ReckonAccountsHosted};SubscriptionKey = my_subscription_key;CountryVersion = 2021.R2.AU;CompanyFile = Q:/CompanyName.QBW;User = my_user;Password = my_password;CallbackURL = http://localhost:33333;OAuthClientId = my_oauth_client_id;OAuthClientSecret = my_oauth_client_secret;InitiateOAuth = GETANDREFRESH;')
cursor = cnxn.cursor()
cursor.execute("SELECT Name, Balance FROM Accounts WHERE IsActive = 'true'")
rows = cursor.fetchall()
for row in rows:
 print(row.Name, row.Balance)

After connecting to Reckon Accounts Hosted in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Reckon Accounts Hosted data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at [email protected].