Key points

Key points

  • When you upgraded from AccountRight Classic (v19 or earlier), most of your company file information was brought across to the new AccountRight.

  • Customised invoices and other forms and BASlink information couldn't be migrated–you need to manually migrate these.
  • If you were using the MYOB super portal to pay superannuation, you'll need to set up the equivalent service in the new AccountRight, Pay Super.
  • If you had multiple users in AccountRight Classic, you'll need to reactivate these so they can access your company file.
  • These are one-off tasks and you don't have to do them all at once.

What to do and when

If you haveyou'll need tobefore
multiple usersreactivate themthey need to access your file
to pay staffset up super payments and payroll reportingthe next payrun or super deadline
to lodge BAS/IASimport BASlink info or prepare your activity statements onlinethe next statement lodgement date
customised invoicesmigrate them into AccountRight or recreate themasap, to maintain your cashflow

Bookmark this page for future reference (press CTRL+D).

Open your file and reactivate your users

The first thing you should do is open your file and reactivate your users to give your key personnel access to the parts of AccountRight they need to do their jobs.

For information on how to open your company file in your new software, see Open a company file.

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.MYOBaccount 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.

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).


Set up super payments and payroll reporting

Set up Pay Super (Australia only)

Set up Pay Super (Australia only)

If you pay superannuation to employees you need to be SuperStream compliant.

Luckily, MYOB has you covered with the Pay Super feature.  

Set up Pay Super to make super payments directly from AccountRight and meet your employee super obligations in a flash. 

It's included with your AccountRight subscription and you can manage your cash flow by making superannuation payments as often as you like.

If you used the MYOB super portal service in AccountRight Classic, you still need to do a new signup for Pay Super and set it up.

Find out how to sign up for Pay Super.

Set up Single Touch Payroll Reporting (Australia only)

Set up Single Touch Payroll Reporting (Australia only)

Single Touch Payroll (STP) is an ATO initiative to streamline payroll reporting. Here's what you need to know:

  • If you had 20 or more employees on 1 April 2018 you need to be reporting using Single Touch Payroll now.

  • From 1 July 2019 STP will be mandatory for all employers, subject to legislation passing in parliament.

  • If you have 19 or fewer employees, you don’t need to use STP reporting now, it's only optional.

  • But, you can get ahead of the curve and choose to report through STP before 1 July 2019 using AccountRight.

  • You’ll be able to report payroll and super information directly to the ATO when you process a pay run in AccountRight (from either online or desktop company files).

Given that STP will eventually be mandatory for all employers, it's worth setting it up and getting used to it now.

For more information, see Introduction to Single Touch Payroll reporting.

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)

Set up your BAS/IAS reporting

You could continue using the BASlink feature to lodge your statements manually. To do this, you need to follow the steps below to import your BASlink settings.

But, the new AccountRight makes the reporting process easier, enabling you to prepare and lodge activity statements online, straight from AccountRight. For more information, see Prepare your activity statement online.

Activity statement list

 

Follow the steps below if you want to continue using BASlink.

Import your BASlink settings (Australia only)

Import 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.

Migrate or recreate your customised invoices

You can bring your customised invoices and other forms over to the new AccountRight and we've got a tool that will enable you to do this (see Upgrade task - migrating personalised forms).

But the new AccountRight has clever design tools to personalise your invoices and you might find creating your invoices from scratch gives you a better result.

For information about setting up new customised invoices, see Personalising invoices.

You can also set your invoices up to enable customers to pay you online using  their VISA, MasterCard or BPAY. See Online payments.

 Other things you might need to do

Set up taxable payments reporting (Australia only)

Set up taxable payments reporting (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.

Import your customised letters

Import your customised letters

If you have customised letters, you can bring them over to the new AccountRight:

  1. Copy your customised letter templates from your v19 Letters folder, for example C:\Premier19\Letters or C:\PremierClassic\Letters
  2. Paste them 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

Go online

Go online

If you opted not to put your file online during the upgrade, but now want to, no problem.

Your local file will have a purple status bar instead of green. Just click it choose to go online.

Go online

You'll need your my.MYOB account details, and to be the Administrator of this account.

For more information, see Put your company file online.

Automate your data entry

Automate your data entry

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

Online services can automate your data entry, save you time and help you get paid faster.

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