Connecting BudgetLink to MYOB AccountRight Live Data File Online

Revision as of 22:20, 13 September 2016 by Jeff (talk | contribs) (Created page with "== 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, Mak...")
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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.

Procedure

 
Data File Setup dialogue for MYOB AccountRight Live
 
Data File Setup dialogue for MYOB AccountRight Live
  1. Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information;
  2. Enter Company Name;
  3. Select MYOB AccountRightLive or prior as the Data File Type;
  4. 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;
  5. Click the Browse button to select your data file;
  6. If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button;
  7. Select the data file to connect to and click OK;
  8. Enter the User Name and Password to connect to your data file;
  9. 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;
  10. Click OK to close the Data File Setup dialogue;
  11. Click Close to close the Manage Data Files dialogue;
  12. Run your first Get Data.


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