Write, Bureaucrats, Administrators
2,725
edits
Difference between revisions of "Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine"
Jump to navigation
Jump to search
Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine (view source)
Revision as of 19:30, 22 July 2019
, 19:30, 22 July 2019no edit summary
| Line 1: | Line 1: | ||
== Overview == | |||
You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on your local machine. | |||
== Requirements == | == Requirements == | ||
| Line 12: | Line 16: | ||
[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] | [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] | ||
To connect BudgetLink to your MYOB AccountRight Live data file located on your local machine, follow these steps. | |||
# 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 the LOCAL library'''; | |||
# 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 === | === Video === | ||