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Difference between revisions of "Connecting ExcelReportLink to MYOB AccountRight Live Data File on Server"
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Connecting ExcelReportLink to MYOB AccountRight Live Data File on Server (view source)
Revision as of 20:40, 22 July 2019
, 20:40, 22 July 2019no edit summary
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== Overview == | |||
You can connect ExcelReportLink to your [[MYOB AccountRight Live]] data file located on a server. | |||
== Requirements == | == Requirements == | ||
Before Connecting ExcelReportLink to [[MYOB AccountRight Live]] on a '''Server''', please ensure that the following tasks has been done. | Before Connecting ExcelReportLink to [[MYOB AccountRight Live]] on a '''Server''', please ensure that the following tasks has been done. | ||
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==Procedure== | ==Procedure== | ||
[[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] | [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] | ||
# Go to | [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]] | ||
# | |||
# | # 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'''; | ||
# Enter | # Set the '''Data File Location''' to '''Data file is in a SERVER library'''; | ||
# | # Enter the '''Server Name''' and '''Port Number''' for the server; | ||
# | #: ''The '''Server Name''' can either be the name of the machine or an IP addresss.'' | ||
# | #: ''The '''Port Number''' should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.'' | ||
# Run | # 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. | |||
=== | === Video === | ||
This getting started video will show you how to connect ExcelReportLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. | |||
{{#ev:youtube|pNr5mKFJXrA|560|left|ExcelReportLink Getting Started for MYOB AcccountRight Live}} | |||
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