After you've upgraded from AccountRight Classic (v19 or earlier), there are some additional tasks you may need to complete, depending on the features you use. But don't worry, you only need to do them once.

 

 

Can't find a command centre?

If you've upgraded from a lower AccountRight product to a higher AccountRight product, some command centres might not show. For example, if you've upgraded to AccountRight Plus or Premier (Australia only) and you’ve never used payroll features before, the Payroll command centre won’t appear. Similarly, if you've upgraded from AccountRight Basics to AccountRight Standard, the Purchases and Inventory command centres won't appear.

But this is easily fixed: open your file, go to the Help menu and choose Change Product. Select the product you’re licensed to use and the missing command centre will appear when you next open the file (you'll need internet access to confirm the file and save the change).

Reactivate users

Reactivate users

When you upgraded, all the users you'd previously set up in your company file became inactive. Here's how to reactivate and assign roles to them. And if your file is online, completing this step will also get them ready to access your file online.

What are roles?

In AccountRight v19 (or earlier), you had to select the windows and functions each user could access from a long list. In the new AccountRight, you assign roles to each user of your company file. A role is a pre-defined profile that determines which windows and tasks they can access. For example, you can assign the ‘Sales’ role to staff who record sales and customer payments. Learn more about roles.

To reactivate users

  1. Sign on to the company file as an Administrator.
  2. Go to the Setup menu and choose Users. The User Access window appears.
  3. Select a user you need to reactivate from the Company file users list.
  4. In the right pane, deselect the Inactive User option.
  5. What you do next depends on whether your file's offline or online. If your file is:
    1. offline, you just need to assign roles.
    2. online, you need to:
      1. Select the This user will sign on with a my.MYOB account option.

      2. enter the user's email address. This must be the email address they use to sign in to my.MYOB. If they don't already have an MYOB account, they'll be invited to create one when you've finished setting them up.

        We'll use this email address to invite the user to access your online company file.

      3. decide whether they need to be an online administrator.
      4. assign roles.
      5. set an offline password. This will be required if you decide to Work offline (check out) the file.
  6. Repeat from step 3 for all user accounts that need to be reactivated.
Import your customised forms and letters

Import your customised forms and letters

If you have customised forms or letter templates, you need to bring them over to the new AccountRight.

Forms

Migrate your customised forms into your upgraded company file. See Upgrade task - migrating personalised forms .

Letters

Copy your customised letter templates from your v19 Letters folder, for example C:\Premier19\Letters or C:\PremierClassic\Letters, into the Letters folder of the new AccountRight:

PC Edition:
C:\Users\<name>\Documents\MYOB\AccountRight\ 20xx.x\Letters

Server Edition:
C:\Users\Public\Documents\MYOB\AccountRight\ 20xx.x\Letters

Got customised reports? Remember, they weren't upgraded, so you'll need to recreate them in the new AccountRight. We've significantly improved the reports customisation tools in AccountRight, making this task a lot easier. See Customising reports.

Update your BASlink settings (Australia only)

Update your BASlink settings (Australia only)

You can now prepare and lodge activity statements online, straight from AccountRight. This doesn't require BASlink.

If you're upgrading from AccountRight v19, or AccountRight 2014.3 or earlier, and you previously used BASlink to prepare your BAS, you need to import the BASlink setup file into your upgraded company file.

This is the file that was used to define the setup links in the BAS form fields. It's named [yourABN].bas , for example 71123456789.bas .

To import your BASlink settings

  1. In the Accounts command centre of your upgraded company file, click Prepare BAS/IAS. (In AccountRight 2016.2 and earlier, click BASlink).
  2. In the Lodge Manually tab, select the last month of any BAS period that you would normally prepare a statement for and click Prepare Statement.
    An information message appears.
  3. Click OK.
  4. If a message appears stating that a previous BASlink version has been found on your computer and asking if you want to import your setup information, click Yes.
    The Import Setup & Links window appears.
  5. If the above message does not appear:
    1. In the AccountRight BASlink window, go to the File menu, choose Setup & Links, then choose Import Setup & Links.
    2. If you're prompted to back up your activity statement, click No. The Import Setup & Links window appears.
  6. Locate your previous BASlink setup file. The file name will be your ABN and the file will be located in the Setup folder within the BASlink folder, in your previous software files.

    For example, in AccountRight Premier v19, it’s located at:
    C:\Premier19\BASlink\Setup or
    C:\PremierClassic\BASlink\Setup



    and in AccountRight 2014.3 it’s in:
    C:\Users\Public\Public Documents\MYOB\AccountRight\2014.3\BASlink\Setup or
    C:\Users\<name>\Documents\MYOB\AccountRight\2014.3\BASlink\Setup
     
  7. Click your setup file then click Open . The BASlink setup file is imported and your BAS form appears.
    You can check the setup settings of a field by clicking the
    Setup button next to it.
Set up Pay Super (Australia Only)

Set up Pay Super (Australia only)

If you pay superannuation to employees you will need to Sign up for Pay Super.

Set up taxable payments (Australia only)

Set up taxable payments (Australia only)

If you report taxable payments made to contractors (Plus and Premier, Australia only), you need to set up the taxable payments feature before you can track or report payments. See Reporting taxable payments for more information.

If you used the taxable payments features in v19, see Upgrade task - taxable payments reporting to learn what’s changed and what you need to do before using the taxable payments features in the latest release.

Link MYOB Payroll to your upgraded company file (New Zealand only)

Link MYOB Payroll to your upgraded company file (New Zealand)

If you used MYOB Payroll with your AccountRight v19 company file, and want to continue using it with your upgraded company file, complete this task:

  1. In MYOB Payroll, go to the Tools menu and choose Options. The Payroll Options window appears.
  2. Click the Accounting tab.
  3. Select AccountRight 2013 and later and click the [...] button. The Library Browser window appears.
  4. If your AccountRight company file is:
    1. online select Online and click Connect Enter your  MYOB account details.
    2. a desktop file select My Library and click  Connect.
  5. Select the file you want to connect to and click OK.
  6. Enter the company file user ID and password and click OK.

See also: Integrate MYOB Payroll (NZ)

Take advantage of live services

With an AccountRight subscription, you can receive bank transaction details directly into your AccountRight file, work online, send online invoices and take online payments.

For the full list of time-saving online services, and to get started, see AccountRight online services.