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Difference between revisions of "How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live"
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How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live (view source)
Revision as of 04:14, 24 August 2017
, 04:14, 24 August 2017→How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic
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== How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == | == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == | ||
Before starting the process make sure that you have the latest conversion functionality by upgrading to the latest version of BudgetLink if you haven't done so in the last year | |||
Go to the Edit Data File form | |||
Menu > 30. Settings > Data Files > Manage Data Files | |||
Click yes to Back up as your about to make major changes to your file | |||
Select your Data file and click 'Edit Data File' | |||
At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' | |||
At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. | |||
Click the '''Browse''' button | |||
If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink | |||
Then choose your data file | |||
Enter your MYOB User Name and Password if required | |||
Click Test to confirm that the details are correct | |||
Once accurate then click OK. | |||
BudgetLink will now convert your budgets and settings to the new format | |||
Form further information see [[Changing how BudgetLink connects to your data file]] | |||
=== Note === | === Note === | ||
The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. | The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. | ||
Make sure that you only edit the existing connection rather than deleting and adding a new one | Make sure that you only edit the existing connection rather than deleting and adding a new one | ||