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

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Connecting ExcelReportLink to MYOB AccountRight Live (view source)

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== Requirements ==
== 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]]
* [[Installing the MYOB AccountRight Live API]]
* [[Starting the MYOB AccountRight Live services]]
* [[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 ==
== 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 ===
=== Notes ===
Retrieved from "https://accountingaddons.com.au/wiki/excelreportlink/index.php?title=Special:MobileDiff/723"

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