Difference between revisions of "How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live"

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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.  
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.
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 if you haven't done so in the last year.
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


Go to Menu > 30. Settings > Data Files > Manage Data Files
# 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
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'''
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 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.
At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live'''
# 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
At Connection Type choose either LOCAL, SERVER, CLOUD.  
# Then choose your data file from the left column
 
# Enter your MYOB User Name and Password if required
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 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
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 ==
== Related ==

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

  1. Go to Menu > 30. Settings > Data Files > Manage Data Files
  2. When prompted, click Yes to Back Up as your about to make major changes to your file
  3. 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.)
  4. At Data File Type change the drop down from MYOB AccountRight 19 to MYOB AccountRight Live
  5. At Connection Type choose either LOCAL, SERVER, CLOUD.
  6. 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.
  7. Click the Select (Browse) button
  8. If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink
  9. Then choose your data file from the left column
  10. Enter your MYOB User Name and Password if required
  11. Click Test to confirm that the connection details are correct.
  12. 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

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