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

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

Revision as of 20:41, 22 July 2019

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Nic

Write, Bureaucrats, Administrators

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 == Overview ==
-This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud
-It can connect from any PC which has an internet connection.
+You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located online (in the cloud).
-You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up
+== Requirements ==
-MYOB or its API's are not required for this connection
+You will need to have an active internet connection on the PC.
-==Procedure==
+You will require your MY.MYOB login uswername and password.
+You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file.
+Note that MYOB or its API's are not required for this connection.
+== Procedure ==
 [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
 [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-# Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]];
-# Enter Company Name;
-# Select MYOB AccountRightLive 20YY or prior as the Data File Type;
-# Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD;
-## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option
-# Click the Select(Browse) button to select your data file;
-# Log in to your my.MYOB account and click the Allow Access button;
-# Select the data file to connect to and click OK;
-# If applicable, 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 a 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 online 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 ONLINE (in the CLOUD)''';
+# Set the '''Login Type''' to '''Use MY.MYOB Account''';
+#: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.''
+#: ''If this is the case, 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, login to the MY.MYOB website, select your data file from a list and 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 ===