Difference between revisions of "How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live"
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== Overview == | == Overview == | ||
From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). | 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 | As they are different, the process of upgrading from Classic to Live requires changing the connect type of an existing data file connection. All your budget and settings are stored against a data file connection so its important to edit and not delete your existing connection | ||
== How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == | == 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 BudgetLink|upgrading]] to the latest version of BudgetLink. To check if a new version exists click the Upgrade button in the BudgetLink menu | |||
# At 'Data File Type' change the | |||
# 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. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) | |||
# 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 allow 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 | |||
== Related == | |||
[[Changing how BudgetLink connects to your data file]] | |||
=== Note === | === 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. | 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 | Make sure that you only edit the existing connection rather than deleting and adding a new one | ||
Latest revision as of 03:12, 13 March 2020
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 requires changing the connect type of an existing data file connection. All your budget and settings are stored against a data file connection so its important to edit and not delete your existing connection
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. To check if a new version exists click the Upgrade button in the BudgetLink menu
- 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. (DON'T DELETE THE EXISTING CONNECTION or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.)
- 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 allow 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
Related
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