Difference between revisions of "Connecting DirectDebitsLink to MYOB AccountRight Live Data File Online"

Connecting DirectDebitsLink to MYOB AccountRight Live Data File Online (view source)

Revision as of 20:43, 22 July 2019

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Write, Bureaucrats, Administrators

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+== Overview ==
+You can connect DirectDebitsLink to your [[MYOB AccountRight Live]] data file located online (in the cloud).
 == Requirements ==
-Connecting DirectDebitsLink to [[MYOB AccountRight Live]] on a '''Cloud'''.
-Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB.
+You will need to have an active internet connection on the PC.
+You will require your MY.MYOB login uswername and password.
+You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file.
-==Procedure==
+== Procedure ==
+[[File:MYOBAccountRightLiveDataFileSetupCloud.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]]
-[[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+To connect DirectDebitsLink to your MYOB AccountRight Live data file located online follow these steps.
-[[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-# Go to the Data File Setup dialogue. See Changing how DirectDebitsLink connects to your data file for more information;
+# Go to the '''Data File Setup''' dialogue;
-# Enter Company Name;
+#: ''See [[Changing how DirectDebitsLink connects to your data file]] for more information.''
-# Select MYOB AccountRightLive or prior as the Data File Type;
+# Enter the '''Company Name''';
-# Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD;
+# Set the '''Data File Type''' to '''MYOB AccountRight Live''';
-# Click the Browse button to select your data file;
+# Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)''';
-# If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button;
+# Set the '''Login Type''' to '''Use MY.MYOB Account''';
-# Select the data file to connect to and click OK;
+#: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.''
-# Enter the User Name and Password to connect to your data file;
+#: ''If this is the case, we recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure DirectDebitsLink has access to all data required to run your reports.''
-# 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 the '''Select''' button to select your data file, login to the MY.MYOB website, select your data file from a list and test the connection;
-# Click OK to close the Data File Setup dialogue;
+# Click '''OK''' to close the '''Data File Setup''' dialogue;
-# Click Close to close the Manage Data Files dialogue;
+# Click '''Close''' to close the Manage Data Files dialogue;
-# Run your first Get Data.
+# Run the [[Get Data]] to pull in the latest data from the configured data file.
 <br clear=all>
 == Related Topics ==
+* [[Re-browse for your MYOB AccountRight Live data file]]
 * [[Connecting DirectDebitsLink to MYOB AccountRight Live]]
 * [[Changing how DirectDebitsLink connects to your data file]]
 * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]