Connecting BudgetLink to MYOB AccountRight Live Data File on Server
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Overview
You can connect BudgetLink to your MYOB AccountRight Live data file located on a server.
Requirements
Before Connecting BudgetLink to MYOB AccountRight Live on a Server, please ensure that the following tasks has been done.
Perform a manual testing to check whether your API is working.
Procedure
- 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 in a SERVER library;
- Enter the Server Name and Port Number for the server;
- The Server Name can either be the name of the machine or an IP addresss.
- The Port Number should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.
- Enter the User Name and Password to connect to your data file;
- 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 from a list, select it and follow the prompts to 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.