Please install Open Accounting Connector on the same PC/Server that AccountEdge Pro is on.
Please follow steps below to configure your AccountEdge company to the Open Accounting Connector application.
Click each step below for a pictorial view
Your Open Accounting Connector application may be setup to retrieve data automatically at a predefined schedule,
this functionality relies to be logged on at the scheduled time.
Due to the nature of Servers, it may rarely be logged into.
So if the Open Accounting Connector application is installed on a Server,
extractions may not always perform automatically.
To enable this feature a task scheduler would have to be created.
To create a task scheduler please go to the installation path of Open Accounting Connector,
usually held in C:\Open Accounting Connector_xxx\
Open the taskSchedule.bat file and follow the instructions.
If after clicking the Test Connection button an error message appears it is most likely that one (or more) of the credentials entered are incorrect. Below are a few examples of the typical errors and how to handle them:
If this error appears it could also be an indication that the database file selected is incorrect. Remember this is usually in the My Documents folder and has .myo at the end of the file name. Please see step 2 on how to locate the company file.