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Difference between revisions of "Connecting DirectDebitsLink to MYOB AccountRight Live Data File Online"
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Connecting DirectDebitsLink to MYOB AccountRight Live Data File Online (view source)
Revision as of 20:43, 22 July 2019
, 20:43, 22 July 2019no edit summary
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== Overview == | |||
You can connect DirectDebitsLink to your [[MYOB AccountRight Live]] data file located online (in the cloud). | |||
== Requirements == | == Requirements == | ||
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]] | |||
To connect DirectDebitsLink to your MYOB AccountRight Live data file located online follow these steps. | |||
# | # Go to the '''Data File Setup''' dialogue; | ||
# | #: ''See [[Changing how DirectDebitsLink 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 ONLINE (in the CLOUD)'''; | ||
# If | # Set the '''Login Type''' to '''Use MY.MYOB Account'''; | ||
# Select | #: ''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'''.'' | ||
#: ''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.'' | |||
# 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 '''Close''' to close the Manage Data Files dialogue; | ||
# Run | # Run the [[Get Data]] to pull in the latest data from the configured data file. | ||
<br clear=all> | <br clear=all> | ||
== Related Topics == | == Related Topics == | ||
* [[Re-browse for your MYOB AccountRight Live data file]] | |||
* [[Connecting DirectDebitsLink to MYOB AccountRight Live]] | * [[Connecting DirectDebitsLink to MYOB AccountRight Live]] | ||
* [[Changing how DirectDebitsLink connects to your data file]] | * [[Changing how DirectDebitsLink connects to your data file]] | ||
* [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] | * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] | ||