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

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* [[ Data File on Cloud ]]
* [[ Data File on Cloud ]]


[[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 2016 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 ===
=== Notes ===

Revision as of 20:23, 25 May 2016

Overview

You can connect DirectDebitsLink to your MYOB AccountRight Live 2016 or lower data file.


Requirements

Before Connecting DirectDebitsLink to MYOB AccountRight Live or lower on a Server or Local Machine, please ensure that the following tasks has been done.

Perform a manual testing to check whether your API is working.

Connecting DirectDebitsLink to MYOB AccountRight Live or lower on a Cloud.

Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB.

Connecting DirectDebitsLink to 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.


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.


Related Topics

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