Difference between revisions of "Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine"

Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine (view source)

Revision as of 19:30, 22 July 2019

7 bytes added , 19:30, 22 July 2019

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Nic

Write, Bureaucrats, Administrators

2,725

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+== Overview ==
+You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on your local machine.
 == Requirements ==
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 [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]]
-# Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information;
-# Enter Company Name;
-# Select MYOB AccountRightLive or prior as the Data File Type;
-# Choose  to Connect to MYOB data file in the LOCAL library
-# Click the Browse button to select your data file;
-# Select the data file to connect to and click OK;
-# Enter the User Name and Password to connect to your data file;
-# If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
-# Click OK to close the Data File Setup dialogue;
-# Click Close to close the Manage Data Files dialogue;
-# Run your first Get Data
-=== Notes ===
-* We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.
-* 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.
+To connect BudgetLink to your MYOB AccountRight Live data file located on your local machine, follow these steps.
-<br clear=all>
+# Go to the '''Data File Setup''' dialogue;
+#: ''See [[Changing how BudgetLink connects to your data file]] for more information.''
+# Enter the '''Company Name''';
+# Set the '''Data File Type''' to '''MYOB AccountRight Live''';
+# Set the '''Data File Location''' to '''Data file is in the LOCAL library''';
+# Enter the '''User Name''' and '''Password''' to connect to your data file;
+#: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.''
+# Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection;
+# Click '''OK''' to close the '''Data File Setup''' dialogue;
+# Click '''Close''' to close the Manage Data Files dialogue;
+# Run the [[Get Data]] to pull in the latest data from the configured data file
 === Video ===