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

← Older edit

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

Revision as of 22:35, 23 July 2019

734 bytes added , 22:35, 23 July 2019

→‎Requirements

Jeff

Write, Bureaucrats, Administrators

1,990

edits

@@ Line 1: / Line 1: @@
+== Overview ==
+You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located online (in the cloud).
 == Requirements ==
-Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''.
-Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB.
+You will need to have an active internet connection on the PC.
+You will require your MY.MYOB login username 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.
+== Procedure ==
+[[File:MYOBAccountRightLiveDataFileSetupCloud.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]]
+To connect BudgetLink to your MYOB AccountRight Live data file located online follow these steps.
-==Procedure==
+# Go to the '''Data File Setup''' dialogue;
-[[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+#: ''See [[Changing how BudgetLink connects to your data file]] for more information.''
-[[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+# Enter the '''Company Name''';
-# Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information;
+# Set the '''Data File Type''' to '''MYOB AccountRight Live''';
-# Enter Company Name;
+# Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)''';
-# Select MYOB AccountRightLive or prior as the Data File Type;
+# Set the '''Login Type''' to '''Use MY.MYOB Account''';
-# 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;
+#: ''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'''.''
-# Click the Browse button to select your data file;
+#: ''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.''
-# If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button;
+# 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;
-# Select the data file to connect to and click OK;
+# Click '''OK''' to close the '''Data File Setup''' dialogue;
-# Enter the User Name and Password to connect to your data file;
+# Click '''Close''' to close the Manage Data Files dialogue;
-# 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;
+# Run the [[Get Data]] to pull in the latest data from the configured data file.
-# Click OK to close the Data File Setup dialogue;
-# Click Close to close the Manage Data Files dialogue;
+=== Video ===
-# Run your first Get Data.
+This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud.
+{{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}}
 <br clear=all>
 == Related Topics ==
+* [[Re-browse for your MYOB AccountRight Live data file]]
 * [[Connecting BudgetLink to MYOB AccountRight Live]]
 * [[Changing how BudgetLink connects to your data file]]
 * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]