Difference between revisions of "How to connect ExcelReportLink to multiple data files"
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The steps involved to setup a specific data file depends on your accounting package. Refer to the following articles. | The steps involved to setup a specific data file depends on your accounting package. Refer to the following articles. | ||
* [[Connecting ExcelReportLink to MYOB AccountRight 19]] | * [[Connecting ExcelReportLink to MYOB AccountRight 19]] | ||
* [[Connecting ExcelReportLink to MYOB AccountRight Live | * [[Connecting ExcelReportLink to MYOB AccountRight Live]] | ||
* [[Connecting ExcelReportLink to QuickBooks]] | * [[Connecting ExcelReportLink to QuickBooks]] | ||
* [[Connecting ExcelReportLink to Xero]] | * [[Connecting ExcelReportLink to Xero]] | ||
Latest revision as of 19:30, 24 May 2017
Overview
ExcelReportLink can report on and even consolidate multiple data files together.
How to connect ExcelReportLink to multiple data files
To setup ExcelReportLink to report on multiple data files, follow these steps.
- Start ExcelReportLink;
- When prompted to run a Get Data, click Cancel;
- From the main menu, click on 30. Settings and choose Data Files;
- Click on the Manage Data Files button;
- When prompted to take a backup, choose yes and follow the prompts relating to the backup process;
- Click on the Add Data File button and setup your additional data file.
Notes
The steps involved to setup a specific data file depends on your accounting package. Refer to the following articles.
- Connecting ExcelReportLink to MYOB AccountRight 19
- Connecting ExcelReportLink to MYOB AccountRight Live
- Connecting ExcelReportLink to QuickBooks
- Connecting ExcelReportLink to Xero