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Pre-configuration checklist

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Practice MYOB Logins have been set up.

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title	To configure an AccountRight v2013.0 or later company file

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If you already have a data source configured, on the TASKS bar, click Edit Configuration Details.

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If configuring an online AccountRight file as a financial data source, enter the offline Administrator username and password in the Edit Configuration Details window.

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If you haven't configured a data source, click Configure a financial data source.

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In the File Location field, click the ellipsis ellipses Image Removed. The Select Company File window appears with the following options.

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Search individual local, network and online library folders to find the company file.

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When you've found the AccountRight ledger, select the file and click the Select file button to configure the file. The File location, File path, Entity type and Industry type fields are automatically populated.

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Statutory Reporter uses the Entity type and Industry type fields to smart-allocate accounts to groups. You can change the fields if you need to.

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Enter the offline Username and Password for the client’s file.

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This must be the offline Administrator's login credentials used to log in to the company file from the AccountRight software. If the file is online, this user must also be a Cloud Administrator.

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Select a Prior Year Balances option.

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Click OK.
The balances are retrieved from the configured AccountRight file and displayed in the Trial Balance (Workpaper) period.

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root	AccountRight/Essentials common ledger module 1: Set up your common ledger

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title	Other AccountRight/Essentials common ledger modules

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Module 2. Set up an Asset Register

Module 3. Substantiate balances

Module 4. Produce financial statements

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What is Client Accounting?

MYOB Ledger

MAS, Accounts or AO GL

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Versions Compared

Old Version 29

New Version Current

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Pre-configuration checklist

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Was this information helpful?

How would you improve this topic?

Did you find what you were looking for? *

What are you looking for help with? *

Overall, how satisfied are you with this help centre? *

What was the reason for your rating?

What is Client Accounting?

MYOB Ledger

MAS, Accounts or AO GL

MYOB Essentials or AccountRight Live

Need More Help?

MYOB Essentials or
AccountRight Live