Difference between revisions of "How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live"

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# Go to Menu > 30. Settings > Data Files > Manage Data Files
# Go to Menu > 30. Settings > Data Files > Manage Data Files
#When prompted, '''click Yes to Back Up''' as your about to make major changes to your file
# When prompted, '''click Yes to Back Up''' as your about to make major changes to your file
#Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.)
# Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.)
#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.  
At Connection Type choose either LOCAL, SERVER, CLOUD.  
# If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option.
 
# Click the '''Select (Browse)''' button
If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option.
# If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink
 
# Then choose your data file from the left column
Click the '''Select (Browse)''' button
# Enter your MYOB User Name and Password if required
 
# Click Test to confirm that the connection details are correct.  
If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink
# Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format
 
Then choose your data file from the left column
 
Enter your MYOB User Name and Password if required
 
Click Test to confirm that the connection details are correct.  
 
Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format


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== Related ==
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