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

Connecting ODBClink to MYOB AccountRight Live (view source)

Revision as of 17:59, 25 May 2016

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Jeff

Write, Bureaucrats, Administrators

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 == Overview ==
-You can connect ODBClink to your [[MYOB AccountRight Live]]  or lower data file.
+You can connect ODBClink to your [[MYOB AccountRight Live]]  or lower data file either on Local Machine, Cloud or Server.
 == Requirements ==
-Before Connecting ODBClink to MYOB AccountRight Live or lower on a Server or Local Machine, please ensure that the following tasks has been done.
+Before Connecting ODBClink 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 ODBClink 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 ODBClink to MYOB AccountRight Live ==
+To connect ODBClink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.
 [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-To connect ODBClink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.
+=== Data File on Local Machine ===
+	# Go to the Data File Setup dialogue. See Changing how ODBClink connects to your data file for more information;
+	# Enter Company Name;
+	# Select MYOB AccountRightLive or prior as the Data File Type;
+	# Choose  to Connect to MYOB data file in the LOCAL library
+	# Click the Browse button to select your data file;
+	# Select the data file to connect to and click OK;
+	# Enter the User Name and Password to connect to your data file;
+	# If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
+	# Click OK to close the Data File Setup dialogue;
+	# Click Close to close the Manage Data Files dialogue;
+	# Run your first Get Data
+=== Data File on Server ===
+	# Go to the Data File Setup dialogue. See Changing how ODBClink connects to your data file for more information;
+	# Enter Company Name;
+	# Select MYOB AccountRightLive or prior as the Data File Type;
+	# Choose  to Connect to MYOB data file in the SERVER library
+	# 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;
+	# Enter the User Name and Password to connect to your data file;
+	# If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
+	# Click OK to close the Data File Setup dialogue;
+	# Click Close to close the Manage Data Files dialogue;
+	# Run your first Get Data.
+=== Data File on Cloud ===
+	# Go to the Data File Setup dialogue. See Changing how ODBClink connects to your data file for more information;
+	# Enter Company Name;
+	# Select MYOB AccountRightLive or prior as the Data File Type;
+	# Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD;
+	# 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;
+	# If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
+	# Click OK to close the Data File Setup dialogue;
+	# Click Close to close the Manage Data Files dialogue;
+	# Run your first Get Data.
-# Go to the '''Data File Setup''' dialogue. See [[Changing how ODBClink connects to your data file]] for more information;
-# Enter '''Company Name''';
-# Select '''MYOB AccountRight  or prior''' as the '''Data File Type''';
-# Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the SERVER library''' , '''Connect to MYOB data file in the CLOUD using MY.MYOB account only'''OR '''Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD''';
-# 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;
-#If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
-# Click '''OK''' to close the '''Data File Setup''' dialogue;
-# Click '''Close''' to close the Manage Data Files dialogue;
-# Run your first [[Get Data]].
 === Notes ===