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Difference between revisions of "Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine"
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Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine (view source)
Revision as of 20:30, 22 July 2019
, 20:30, 22 July 2019no edit summary
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== Overview == | |||
You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on your local machine. | |||
== Requirements == | == Requirements == | ||
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[[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 === | ||