Connecting BudgetLink to MYOB AccountRight Live Data File Online
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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 will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up
MYOB or its API's are not required for this connection
Procedure
- Go to the 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.
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.