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Difference between revisions of "Connecting ExcelReportLink to MYOB AccountRight 19"
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Connecting ExcelReportLink to MYOB AccountRight 19 (view source)
Revision as of 17:35, 22 July 2019
, 17:35, 22 July 2019no edit summary
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You can connect ExcelReportLink to your [[MYOB AccountRight Classic]] data file. | 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 == | == 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 | To connect ExcelReportLink with MYOB AccountRight 19 or prior, follow these steps. | ||
# Go to the '''Data File Setup''' dialogue | # Go to the '''Data File Setup''' dialogue; | ||
#: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' | |||
# Enter '''Company Name'''; | # Enter '''Company Name'''; | ||
# | # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; | ||
# | # 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; | # 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 BudgetLink has access to all data required to run your reports.'' | ||
# | # Set the '''Network Protocol''' to '''TCPIP'''; | ||
# | #: ''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 '''OK''' to close the '''Data File Setup''' dialogue; | ||
# Click '''Close''' to close the Manage Data Files 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> | ||