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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 04:15, 24 August 2017
, 04:15, 24 August 2017→How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic
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Go to the Edit Data File form | Go to the Edit Data File form | ||
Menu > 30. Settings > Data Files > Manage Data Files | Menu > 30. Settings > Data Files > Manage Data Files | ||
Click yes to Back up as your about to make major changes to your file | Click yes to Back up as your about to make major changes to your file | ||
Select your Data file and click 'Edit Data 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 '''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. | 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 | Click the '''Browse''' button | ||
If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink | 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 | Then choose your data file | ||
Enter your MYOB User Name and Password if required | Enter your MYOB User Name and Password if required | ||
Click Test to confirm that the details are correct | Click Test to confirm that the details are correct | ||
Once accurate then click OK. | Once accurate then click OK. | ||
BudgetLink will now convert your budgets and settings to the new format | BudgetLink will now convert your budgets and settings to the new format | ||
Form further information see [[Changing how BudgetLink connects to your data file]] | Form further information see [[Changing how BudgetLink connects to your data file]] | ||