Write, Bureaucrats, Administrators
1,991
edits
Line 10: | Line 10: | ||
# Go to Menu > 30. Settings > Data Files > Manage Data Files | # Go to Menu > 30. Settings > Data Files > Manage Data Files | ||
#When prompted, '''click Yes to Back Up''' as your about to make major changes to your file | # When prompted, '''click Yes to Back Up''' as your about to make major changes to your file | ||
#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 budgets and they will get deleted if the existing connection does.) | # 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 budgets and they will get deleted if the existing connection does.) | ||
#At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' | # At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' | ||
# At Connection Type choose either LOCAL, SERVER, CLOUD. | |||
At Connection Type choose either LOCAL, SERVER, CLOUD. | # 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. | ||
# Click the '''Select (Browse)''' button | |||
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. | # If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink | ||
# Then choose your data file from the left column | |||
Click the '''Select (Browse)''' button | # Enter your MYOB User Name and Password if required | ||
# Click Test to confirm that the connection details are correct. | |||
If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink | # Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format | ||
Then choose your data file from the left column | |||
Enter your MYOB User Name and Password if required | |||
Click Test to confirm that the connection details are correct. | |||
Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format | |||
== Related == | == Related == |