Connecting BudgetLink to MYOB AccountRight 19

Overview

You can connect BudgetLink to your MYOB AccountRight Classic data file.

Requirements

You will need to have the MYOB ODBC driver installed before hand.

Connecting BudgetLink to MYOB AccountRight 19 or prior

 
Data File Setup dialogue for MYOB AccountRight 19 or prior

To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps.

  1. Go to the Data File Setup dialogue;
    See Changing how BudgetLink connects to your data file for more information.
  2. Enter the Company Name;
  3. Set the Data File Type to MYOB AccountRight 19 or prior;
  4. Set the Connection Type to Connect to data file by BROWSING to file;
  5. 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.
  6. Set the Network Protocol to TCPIP;
    Choose a different network protocol only if you experience issues running a get data;
  7. Set the ODBC Driver to (Auto Detect);
    Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.
  8. Click the Browse button to browse to your data file, select it and follow the prompts to test the connection;
    Your data file will have a .myo file extension.
  9. Click OK to close the Data File Setup dialogue;
  10. Click Close to close the Manage Data Files dialogue;
  11. Run the Get Data to pull in the latest data from the configured data file


Video

This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior.

BudgetLink Getting Started for MYOB AcccountRight 19 or prior


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