Difference between revisions of "Connecting BudgetLink to MYOB AccountRight Live Data File on Server"

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Connecting BudgetLink to MYOB AccountRight Live Data File on Server (view source)

Revision as of 20:34, 22 July 2019

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== Overview ==
You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a server.
== Requirements ==
== Requirements ==


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==Procedure==
==Procedure==
[[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
# Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information;
# Enter Company Name;
# Select MYOB AccountRightLive or prior as the Data File Type;
# Choose  to Connect to MYOB data file in the SERVER library
# If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located;
# Click the Browse button to select your data file;
# Enter the User Name and Password to connect to your data file;
# If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
# Click OK to close the Data File Setup dialogue;
# Click Close to close the Manage Data Files dialogue;
# Run your first Get Data.
=== Notes ===
* 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.


* When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation.  
[[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]]


<br clear=all>
# 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 a SERVER library''';
# Enter the '''Server Name''' and '''Port Number''' for the server;
#: ''The '''Server Name''' can either be the name of the machine or an IP addresss.''
#: ''The '''Port Number''' should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.''
# 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 ===
Nic
Write, Bureaucrats, Administrators
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