When you upgraded from AccountRight Classic (v19), most of your company file information was brought across to the new AccountRight. Depending on what features you use in AccountRight, there may be some additional one-off tasks you'll need to complete to finish your upgrade.
Refer to the checklist below, which puts these tasks in the order you'll most likely need to do them in.
- Reactivate your users so they can access your company file
- Set up Pay Super if you previously used MYOB's super portal
- Manually migrate BASlink information and customised invoices and other forms
Open your company file and reactivate your users
When you upgraded, all of your existing users became inactive. You need to reactivate, and assign roles to them before they can access your file.
- Open your company file in your newly upgraded AccountRight.
- Sign on to the company file as an Administrator.
- Go to the Setup menu and choose Users. The User Access window appears.
- Select a user you need to reactivate from the Company file users list.
In the right pane, deselect the Inactive User option.
Inactive user option greyed out? This is because the user has been set up with the Administrator role. Deselect the Admistrator role and click Save. Now, you should be able to deselect the Inactive User option. Make sure that after you reactivate the user you re-select the Administrator role for them and click Save.
- What you do next depends on whether your file's offline or online. If your file is:
- offline, you just need to assign roles. A role is a pre-defined profile that determines which windows and tasks they can access.
- online, you need to:
Select the This user will sign on with a my.MYOBaccount option.
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.
- Decide whether they need to be an online administrator.
Assign roles. A role is a pre-defined profile that determines which windows and tasks they can access.
- Set an offline password. This will be required if you decide to Work offline (check out) the file.
- Repeat from step 3 for all user accounts that need to be reactivated.
Set up super payments and payroll reporting
Set up Pay Super (Australia only)
If you pay superannuation to employees you need to be SuperStream compliant by setting up the Pay Super feature. It lets you make super payments directly from AccountRight and ensures you meet your employer super obligations. Pay Super is included free with your AccountRight subscription.
If you used the MYOB super portal service in AccountRight v19, you still need to sign up for Pay Super.
Set up Single Touch Payroll Reporting (Australia only)
Single Touch Payroll (STP) is an ATO initiative to streamline payroll reporting.
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.
Once you're using STP 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). See Introduction to Single Touch Payroll reporting.
Before you can continue using MYOB Payroll with your upgraded company file, you need to link it. See Integrate MYOB Payroll (NZ).
In MYOB Payroll, go to the Tools menu and choose Options. The Payroll Options window appears.
Click the Accounting tab.
Select AccountRight 2013 and later and click the [...] button. The Library Browser window appears.
If your AccountRight company file is:
select Online and click Connect.
Enter your MYOB account details.
a desktop file:
select My Library and click Connect.
Select the file you want to connect to and click OK.
Enter the company file user ID and password and click OK.
Set up your BAS/IAS reporting (Australia only)
You can now prepare and lodge activity statements online, straight from AccountRight. If you're upgrading from AccountRight v19, or AccountRight 2014.3 or earlier and you want to continue using BASlink to manually lodge your activity statements you'll need to import your BASlink settings into your new software.
- In the Accounts command centre of your upgraded company file, click Prepare BAS/IAS. (In AccountRight 2016.2 and earlier, click BASlink).
- 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.
- Click OK.
- 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.
- If the above message does not appear:
- In the AccountRight BASlink window, go to the File menu, choose Setup & Links, then choose Import Setup & Links.
- If you're prompted to back up your activity statement, click No. The Import Setup & Links window appears.
- Locate your previous BASlink setup file. The file name will be
71123456789.bas)and will be located in the Setup folder within the BASlink folder, in your previous software folders.
For example, in AccountRight Premier v19, it’s located at:
and in AccountRight 2014.3 it’s in:
- 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. See Upgrade task - migrating personalised forms.
But make sure you check out the improved design tools for personalising your invoices in the new AccountRight as creating them from scratch might get you a better result. See Personalising invoices.
You can also set your invoices up to enable customers to pay you online using their VISA, MasterCard, AMEX or BPAY. See Online payments.
Other things you might need to do
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
If you have customised letters, you can bring them over to the new AccountRight:
- Copy your customised letter templates from your v19 Letters folder, for example C:\Premier19\Letters or C:\PremierClassic\Letters
- Paste them into the Letters folder of the new AccountRight:
If you opted not to put your file online during the upgrade, you can put it online later. Your local file will have a purple status bar instead of green. Click it and choose to Go Online (Upload This File).
You'll need your my.MYOB account details, and to be the Administrator of this account. See Put your company file online.
Complete multi-currency upgrade tasks (AccountRight Premier only)
Have you upgraded a multi-currency company file from AccountRight v19 Premier? After your company file has been upgraded, there may be a few more one-off things you need to do.
Combine supplier cards
If you deal with a supplier in more than one foreign currency, you would have created separate supplier cards for them. You now only need a single card for each supplier, so you can combine these cards.
Set supplier credit limits
The credit limits in your supplier cards won't be upgraded. So after combining your supplier cards, you can set the credit limit for the supplier (the credit limit is in your local currency). Just go to Card File > Cards List > Supplier tab > open the supplier's card > Buying Details tab.
If you've upgraded to a version of AccountRight with more features (for example from Basics to Plus), some command centres might not initially appear.
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.
To fix this, 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).