-- Reference --

MYOB AccountRight Live Fields

Depending on the version that you are importing from and the import components that you selected, some of the fields/options may be disabled.

Field Description
Exclude account 0 balance Skip importing information where no account activity took place.
Use dash for separator A dash is used as a separator in the account number.
Include prior year data By default, prior year data is excluded from the import process.
Set accounting period to yearly When importing yearly, this option is disabled.
Use specific period (1-12)

Specify the period, up to 12 months from the starting date of the fiscal year, that will be used.

Note: Uncheck Set accounting period to yearly when using this option.
Fiscal Year End (4 digit) Specify the fiscal year ending year. The import will generate information for that specific year.

Linking with MYOB Live Dialog

Field Description
Location

  • Local machine - when using this option, ensure that MYOB is installed on the local machine as well.

  • Network server - when using this option, provide the correct IP address of the server machine in the Host field.

  • Cloud - this is a web link to MYOB and the interaction will be based on current MYOB policies and conditions.

    Note: Do not use the Remember Me checkbox during the login for cloud.
Host

  • If you are performing an import on the machine where MYOB is directly installed, leave this field blank to use a pre-defined host name.

  • If performing the import on a local network, provide the IP address of the machine with MYOB installed.
User name Enter your MYOB user name for the client file.
Password Enter the password for the MYOB client file.
Client This field will be populated with a client name.
Select Client Click this button to display a list of active client files based on the host name.

Notes:

  • Attempting to link with MYOB consecutively may result in a Security client file rejection. In the case of such an error, try again later.

  • Linking errors are generated based on the response from MYOB. In the case of such errors, contact MYOB support.

  • We recommend not connecting two machines to the same MYOB cloud account; one of the machines may experience timeouts.

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