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Pre-configuration checklist

• Practice MYOB Logins have been set up.
• You're logged in to AE or AO with your MYOB login.
• You have the login credentials of an Administrator user in the file.
• If you're configuring a Trust or Partnership, your chart of accounts are prepared.

• You have the correct version of AccountRight for the client's company file installed. If you've installed the AccountRight application to a location other than the default, check your Client Accounting Settings to ensure Client Accounting knows where to find the application.

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

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

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Browse to the location where the AccountRight company file you want to configure is stored, select the the file and click Open. The File location, File path, Entity type and Industry type fields are automatically populated.

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

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Select a Prior Year Balances option.

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Prior year balances are received from the common ledger. Select this option if the prior year closing balances in your client's ledger are correct or if you want to post adjustment journals to your client's ledger to align their balances with yours.

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Prior year balances will come from the balances you enter in the Modify Prior year balances window. If you need to correct your client's opening balances but you don't want to post journals into their ledger, use this option to display the right balances when you produce your Client Accounting reports.

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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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