Difference between revisions of "Connecting ExcelReportLink to MYOB AccountRight 19"

Connecting ExcelReportLink to MYOB AccountRight 19 (view source)

Revision as of 18:35, 22 July 2019

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Nic

Write, Bureaucrats, Administrators

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 You can connect ExcelReportLink to your [[MYOB AccountRight Classic]] data file.
+== Requirements ==
+You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand.
 == Connecting ExcelReportLink to MYOB AccountRight 19 or prior ==
-[[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight ]]
+[[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or prior]]
-To connect ExcelReportLink with MYOB AccountRight , follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.
+To connect ExcelReportLink with MYOB AccountRight 19  or prior, follow these steps.
-# 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 BudgetLink connects to your data file]] for more information.''
 # Enter '''Company Name''';
-# Select '''MYOB AccountRight ''' as the '''Data File Type''';
+# Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior''';
-# Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''
+# Set the '''Connection Type''' to '''Connect to data file by BROWSING to file''';
 # Enter the '''User Name''' and '''Password''' to connect to your data file;
-# Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP''';
+#: ''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.''
-# Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with ExcelReportLink detecting the correct ODBC driver for your data file;
+# Set the '''Network Protocol''' to '''TCPIP''';
-# Leave the '''MYOB EXE Path''' blank;
+#: ''Choose a different network protocol only if you experience issues running a get data;''
+# Set the '''ODBC Driver''' to '''(Auto Detect)''';
+#: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.''
+# Click the '''Browse''' button to browse to your data file, select it and follow the prompts to test the connection;
+#: ''Your data file will have a '''.myo''' file extension.''
 # Click '''OK''' to close the '''Data File Setup''' 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
-=== Notes ===
-* We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure ExcelReportLink has access to all data required to run your reports.
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