- Created by admin, last modified by AdrianC on Nov 19, 2015
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 3 Next »
https://help.myob.com/wiki/x/J4ei
ANSWER ID:36152
BankLink Books
If it's the first time accessing a file from BankLink Online using Enhanced Client File Handling (ECFH), the connection will need to be set up. This only needs to be done once, then the file will be accessible from BankLink Books.
Before you begin
Ensure the client file is Read-only. See Deleting or making a client file "Read Only" in BankLink Books for instructions.
Complete these steps only if it's the client's first time accesing a file from BankLink Online using Enhanced Client File Handling (ECFH).
- In BankLink Books, click Get Client File then select From BankLink Online.
- Click Edit connection (in the top right corner of the window).
- Enter the Subdomain, Username and a temporary password. This information should have been sent to the client's email address. After entering the temporary password a new window appear.
- Choose a new password then click OK.
Once the connection has been established, the client will need to do the following to access the client file.
- Open BankLink Books.
- Click Get Client File and select From BankLink Online. A window appears with a list of clients available to retrieve from BankLink Online.
- Select the applicable client file then click OK. This will achieve the following:
- The client file will be imported from BankLink Online.
- The Online Status will be updated to Downloaded by Books in BankLink Practice.