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

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

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Jeff

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 username and password.
-[[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]]
+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.
-# Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]];
-# Enter Company Name;
+== Procedure ==
-# Select MYOB AccountRightLive 20YY or prior as the Data File Type;
+[[File:MYOBAccountRightLiveDataFileSetupCloud.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-# 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;
+[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]]
-## 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;
+To connect BudgetLink to your MYOB AccountRight Live data file located online follow these steps.
-# Log in to your my.MYOB account and click the Allow Access button;
-# Select the data file to connect to and click OK;
+# Go to the '''Data File Setup''' dialogue;
-# If applicable, enter the User Name and Password to connect to your data file;
+#: ''See [[Changing how BudgetLink connects to your data file]] for more information.''
-# 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;
+# Enter the '''Company Name''';
-# Click OK to close the Data File Setup dialogue;
+# Set the '''Data File Type''' to '''MYOB AccountRight Live''';
-# Click Close to close the Manage Data Files dialogue;
+# Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)''';
-# Run a Get Data.
+# 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 ===
+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}}
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