Login - MYOB AccountRight Live Connect

Choose the location of your MYOB AccountRight Live - local PC, network server, or online in the MYOB cloud. Connection settings for Connect are stored for each company file location. NEW 4.9.1

ClosedGetting Started
Setup required before use Who Can Use It? Where Is It?

Overview of settings

Administrator

System Administrator

Connect > MYOB AccountRight Live Connect > Run

Tips:

What is the MYOB AccountRight Live Login?

Synergy connect needs to advise the location of your MYOB AccountRight Live company file, and provide the login details for the company file. This information is required for Synergy to be able to transfer data across to MYOB.

MYOB AccountRight Live allows you to store your company file in three locations: Local computer, Network server, or in the MYOB cloud.

Click the image above to view the MYOB company file locations.

The MYOB company file user ID and password is entered to ensure only approved users can transfer Synergy data across to a MYOB file.

Why use the MYOB AccountRight Live Login?

Authenticate with your MYOB AccountRight Live company file to allow Connect to transfer your Synergy data across.

Login Process

The login process in Synergy Connect matches the login steps required when actually logging into a MYOB AccountRight Live file.

ClosedLogin steps required for MYOB AccountRight Live :
  1. Step 1 - Choose where you company file is located.
    MYOB allows you to store your company file in either the MYOB cloud, network server, or your local PC.
    Choose the button in Synergy Connect that matches where your MYOB file is stored.

Click the image above to view MYOB location selection.

  1. Step 2 - Select your MYOB Company file.
    Choose which MYOB company file data will be sent to from Synergy. The settings for MYOB Connect are saved separately for each company file. This allows multi office users to have a different company file for each office location, and control what Synergy data is sent to each MYOB file.
    The following screen layout is shown for Local or Cloud files. Select a file from the list:

Click the image above to see a selected company file.

The following screen is shown for a network file. Complete the additional steps:

  1. Replace the text 'localhost' with the 'Server Name' or 'IP Address.
  2. This is the location of the server where the MYOB company file is stored.
  3. The MYOB API must be installed on this server location for Synergy Connect to list the available MYOB company files. If the API is not installed, please refer to the troubleshooting topic.

Click the image above to see the Network company file login.

  1. Step 3 - Login to your company file.
    Type the User ID and password for the selected company file. These are the same details that you would use to login to the MYOB application.

Click the image above to view the company file User Id and password.

Tip: Check the 'remember me' box in step 3 to store your MYOB company file password. You can use the 'logout' button in Connect to logout as that User ID and login as a different user id if required.

ClosedNot sure where your MYOB company file is stored? Check here.

Check where the MYOB AccountRight Live company file is stored within MYOB. When your MYOB company file is open it shows a different button label in the bottom right corner of the application. View the images below to see what each of the company file locations look like within MYOB.

Use the company file location details to then login into MYOB within Synergy Connect.

MYOB - Local PC company file

MYOB - Cloud company file

MYOB - Network server company file

Tip: Having problems connecting to your MYOB company file in Synergy Connect? Try re-installing the MYOB API. This can be found in Start > All Programs > MYOB > Install AccountRight API. See more tips and tricks.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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