How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live

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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

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 ExcelReportLink if you haven't done so in the last year. The year of release is inclosed as the first section of the version number ie v2018. > if released in calendar year 2018

  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 settings and 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 ExcelReportLink
  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. ExcelReportLink will now convert your settings to the new format

Related

Changing how ExcelReportLink 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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