Difference between revisions of "How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live"
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If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. | If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. | ||
Click the '''Browse''' button | Click the '''Select (Browse)''' button | ||
If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink | If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink | ||
Revision as of 18:09, 14 December 2017
Overview
From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API.
As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process.
How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic
Before starting the process make sure that you have the latest conversion functionality by upgrading to the latest version of BudgetLink if you haven't done so in the last year.
Go to Menu > 30. Settings > Data Files > Manage Data Files
When prompted, click Yes to Back Up as your about to make major changes to your file
Select your Data File and click the Edit Data File button
At Data File Type change the drop down from MYOB AccountRight 19 to MYOB AccountRight Live
At Connection Type choose either LOCAL, SERVER, CLOUD.
If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option.
Click the Select (Browse) button
If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink
Then choose your data file from the left column
Enter your MYOB User Name and Password if required
Click Test to confirm that the connection details are correct.
Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format
For further information and images see Changing how BudgetLink connects to your data file
Note
The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one