Nic at 00:23, 25 May 2017

2017-05-25T00:23:34Z

← Older revision		Revision as of 19:23, 24 May 2017
Line 13:		Line 13:
	# Go to the '''Data File Setup''' dialogue. See [[Changing how ExcelReportLink connects to your data file]] for more information;		# Go to the '''Data File Setup''' dialogue. See [[Changing how ExcelReportLink connects to your data file]] for more information;
	# Enter '''Company Name''';		# Enter '''Company Name''';
	# Select '''~~MYOB AccountRight 2013 or Higher~~''' as the '''Data File Type''';		# Select '''Quickbooks''' as the '''Data File Type''';
	# Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened''';		# Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened''';
	# If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file;		# If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file;

Nic: Created page with "== Overview == You can connect ExcelReportLink to your QuickBooks data file. == Connecting ExcelReportLink to MYOB QuickBooks == File:QuickBooksDataFileSetup.png|300p..."

2014-04-03T00:44:53Z

Created page with "== Overview == You can connect ExcelReportLink to your QuickBooks data file. == Connecting ExcelReportLink to MYOB QuickBooks == File:QuickBooksDataFileSetup.png|300p..."

New page

== Overview ==

You can connect ExcelReportLink to your [[QuickBooks]] data file.

== Connecting ExcelReportLink to MYOB QuickBooks ==

[[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]]
[[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]]

To connect ExcelReportLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.

# Ensure you have your QuickBooks data file opened before hand. You will need to be logged into it as the administrator;
# Go to the '''Data File Setup''' dialogue. See [[Changing how ExcelReportLink connects to your data file]] for more information;
# Enter '''Company Name''';
# Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type''';
# Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened''';
# If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file;
# Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise;
# The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise ExcelReportLink to connect to this file'
# Click '''Continue''' followed by '''Done''';
# Return to ExcelReportLink and click '''OK''' on the message;
# 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 '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process.

* The '''Authorise QuickBooks Connection''' only works when logged into your QuickBooks data file as an administrator.

<br clear=all>

== Related Topics ==

* [[Changing how ExcelReportLink connects to your data file]]

Connecting ExcelReportLink to QuickBooks - Revision history

Nic at 00:23, 25 May 2017

Nic: Created page with "== Overview == You can connect ExcelReportLink to your QuickBooks data file. == Connecting ExcelReportLink to MYOB QuickBooks == File:QuickBooksDataFileSetup.png|300p..."