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

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

Revision as of 19:34, 22 July 2019

179 bytes added , 19:34, 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 a server.
 == Requirements ==
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 ==Procedure==
-[[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-# 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 SERVER library
-# If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located;
-# Click the Browse button to select your data file;
-# 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.
+[[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]]
-<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 a SERVER library''';
+# Enter the '''Server Name''' and '''Port Number''' for the server;
+#: ''The '''Server Name''' can either be the name of the machine or an IP addresss.''
+#: ''The '''Port Number''' should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.''
+# 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 ===