Difference between revisions of "Connecting ExcelReportLink to MYOB AccountRight Live Data File on Local Machine"

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Connecting ExcelReportLink to MYOB AccountRight Live Data File on Local Machine (view source)

Revision as of 21:37, 22 July 2019

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Nic

Write, Bureaucrats, Administrators

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+== Overview ==
+You can connect ExcelReportLink to your [[MYOB AccountRight Live]] data file located on your local machine.
 == Requirements ==
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 == Procedure ==
-[[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]]
-# Go to the Data File Setup dialogue. See Changing how ExcelReportLink 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 LOCAL library
-# Click the Browse button to select your data file;
-# Select the data file to connect to and click OK;
-# 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 ===
+[[File:MYOBAccountRightLiveDataFileSetupLocal.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]]
-* 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.
+To connect ExcelReportLink to your MYOB AccountRight Live data file located on your local machine, follow these steps.
-* 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.
+# Go to the '''Data File Setup''' dialogue;
+#: ''See [[Changing how ExcelReportLink 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 the LOCAL library''';
+# 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 ExcelReportLink 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.
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