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

How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live (view source)

Revision as of 04:14, 24 August 2017

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→‎How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic

Jeff

Write, Bureaucrats, Administrators

1,991

edits

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 == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic ==
-See [[Changing how BudgetLink connects to your data file]]
+Before starting the process make sure that you have the latest conversion functionality by upgrading to the latest version of BudgetLink if you haven't done so in the last year
-# At 'Data File Type' change the selection from 'MYOB AccountRight or prior to MYOB AccountRight Live;
+Go to the Edit Data File form
+Menu > 30. Settings > Data Files > Manage Data Files
+Click yes to Back up as your about to make major changes to your file
+Select your Data file and click 'Edit Data File'
+At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live'''
+At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option.
+Click the '''Browse''' button
+If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink
+Then choose your data file
+Enter your MYOB User Name and Password if required
+Click Test to confirm that the details are correct
+Once accurate then click OK.
+BudgetLink will now convert your budgets and settings to the new format
+Form further information see [[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