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

Connecting ExcelReportLink to MYOB AccountRight Live (view source)

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Jeff

Write, Bureaucrats, Administrators

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 == Requirements ==
-Before Connecting ExcelReportLink to MYOB AccountRight Live 2013 or Higher on a Server or Local Machine, please ensure that the following tasks has been done.
+Before Connecting ExcelReportLink to MYOB AccountRight Live or lower on a '''Server or Local Machine''', please ensure that the following tasks has been done.
+Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working.
 * [[Installing the MYOB AccountRight Live API]]
 * [[Starting the MYOB AccountRight Live services]]
+Connecting ExcelReportLink to MYOB AccountRight Live or lower on a '''Cloud'''.
+Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB.
 == Connecting ExcelReportLink to MYOB AccountRight Live 2013 or Higher ==
-[[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]]
+To connect ExcelReportLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.
-To connect ExcelReportLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.
-# Go to the '''Data File Setup''' dialogue. See [[Changing how ExcelReportLink connects to your data file]] for more information;
+* [[ Data File on Local Machine ]]
-# Enter '''Company Name''';
+* [[ Data File on Server ]]
-# Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type''';
+* [[ Data File on Cloud ]]
-# Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD''';
-# If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located;
-# Click the '''Browse''' button to select your data file;
-# If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button;
-# Select the data file to connect to and click '''OK''';
-# Enter the '''User Name''' and '''Password''' to connect to your data file;
-# Click '''OK''' to close the '''Data File Setup''' dialogue;
-# Click '''Close''' to close the Manage Data Files dialogue;
-# Run your first [[Get Data]].
 === Notes ===