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Difference between revisions of "Connecting ODBClink to MYOB AccountRight Live"
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Connecting ODBClink to MYOB AccountRight Live (view source)
Revision as of 17:59, 25 May 2016
, 17:59, 25 May 2016no edit summary
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== Overview == | == 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 == | == 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]] | * [[Installing the MYOB AccountRight Live API]] | ||
* [[Starting the MYOB AccountRight Live services]] | * [[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 == | == 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]] | [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] | ||
=== 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. | |||
=== Notes === | === Notes === | ||