Difference between revisions of "Adding data files"

Adding data files (view source)

1,001 bytes removed , 17:27, 16 March 2021

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-= Related Topics =
+== Related Topics ==
 [[Getting Started Guide]]
-= Steps =
-To add data files, follow these steps.
-# Click on '''Data Files''' in the menu on the left-hand side;
-# Click on the '''Add Data File''' button;
-# Click on the '''Login to MY.MYOB''' and follow the prompts within the MYOB website;
-#: Note that the account you use to login to my.myob will determine what [[Endpoints|endpoints]] you can access.
-#: Once you have logged into the MYOB website and have authorised OdataLink to access your data, you will be returned to OdataLink and a list of [[Data Files|data files]] will appear.
-# Tick one or more [[Data Files|data file]] you wish to add to the current OdataLink [[Account|account]];
-# Click on the '''Add Selected Data Files''' button;
-#: You will be returned to the '''Data Files''' screen and the selected [[Data Files|data files]] will be added tot he list.
-Once you have added the [[Data Files|data files]], it is important to [[Editing a data file's details|edit each data file]] to ensure the connection details are set correctly.