Difference between revisions of "Connecting DirectDebitsLink to MYOB AccountRight Live"

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(Created page with "== Overview == You can connect DirectDebitsLink to your MYOB AccountRight Live 2015 or lower data file. == Requirements == Before connecting DirectDebitsLink to MYOB A...")
 
 
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== Overview ==
== Overview ==


You can connect DirectDebitsLink to your [[MYOB AccountRight Live]] 2015 or lower data file.
You can connect DirectDebitsLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud.


The steps involved depends where your data file is located.


== Requirements ==
* [[Connecting DirectDebitsLink to MYOB AccountRight Live Data File Online |  Data File is Online]]
 
* [[Connecting DirectDebitsLink to MYOB AccountRight Live Data File on Local Machine | Data File is on Local Machine]]
Before connecting DirectDebitsLink to MYOB AccountRight Live 2015 or lower on a Server or Local Machine, please ensure that the following tasks has been done.
* [[Connecting DirectDebitsLink to MYOB AccountRight Live Data File on Server | Data File is on Server]]
 
* [[Installing the MYOB AccountRight Live API]]
* [[Starting the MYOB AccountRight Live services]]
 
 
== Connecting DirectDebitsLink to MYOB AccountRight Live ==
 
[[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]  
 
To connect DirectDebitsLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.
 
# Go to the '''Data File Setup''' dialogue. See [[Changing how DirectDebitsLink connects to your data file]] for more information;
# Enter '''Company Name''';
# Select '''MYOB AccountRight 2015 or prior''' as the '''Data File Type''';
# Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD''';
# If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located;
# Click the '''Browse''' button to select your data file;
# If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button;
# Select the data file to connect to and click '''OK''';
# Enter the '''User Name''' and '''Password''' to connect to your data file;
# Click '''OK''' to close the '''Data File Setup''' dialogue;
# Click '''Close''' to close the Manage Data Files dialogue;
# Run your first [[Get Data]].
 
=== Notes ===
 
* We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure DirectDebitsLink has access to all data required.
 
* When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation.
 
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== Related Topics ==
== Related Topics ==


* [[Changing how DirectDebitsLink connects to your data file]]
* [[Changing how DirectDebitsLink connects to your data file]]

Latest revision as of 20:15, 22 July 2019

Overview

You can connect DirectDebitsLink to your MYOB AccountRight Live data file located on a local machine, server or in the cloud.

The steps involved depends where your data file is located.

Related Topics

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