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

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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. 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''';
# 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;
# 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 '''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 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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