To set up Reckon Company preferences login to Reckon Account as Admin in Single User mode

This can be done by going to File and Switch to Single User Mode, note that you need everyone out from the system.

Start The Order Exchange (with Reckon Open) and try to connect to Reckon, You will see the following screen open in Reckon

Choose "Yes, Always" and set the Login as the Admin account. Also check the "Allow this application to access..." to true.

Click yes to any other questions.

You can go back and see these settings in Reckon by doing the following.

Go to Edit => Preferences

Then go to Integrated Applications => Company Preferences

If you experience connection issues at a later date you can remove the existing details and add it again.