When you created your backup, your customised templates such as forms, reports, and letters, were also backed up. And when you restored the backup, a TEMPLATES folder was created which contains these customised templates.
Using File Explorer (by simultaneously pressing the Windows and E keys) open the folder where you restored your company file, then find and double-click the TEMPLATES folder to display its contents. It will contain a number of folders, depending on what you have customised and saved in AccountRight. For example, there may be folders called Forms, Graphics, LETTERS, Custom, or SPREDSHT (in Australia there may also be folders called BASlink and Payment Summaries). These folders relate to customised data in AccountRight. To continue using these customised templates on the new computer, you'll need to move the folders from the TEMPLATES folder into the folder where you restored your company file.
Take a look at this example where the TEMPLATES folder is in the C:\Premier19 (this is where the backup was restored). Notice the TEMPLATES folder contains a number of other folders.
Simply copy all the folders from your TEMPLATES folder, and paste them into the folder where you restored your company file. You'll be prompted to confirm that you want to do this because there are already folders with those names in the destination folder. Click Yes to these messages (or OK, or Copy and Replace - as applicable based on your Windows version).
restored your backup in the previous task, a folder called TEMPLATES was created. This folder contains your customised forms, reports and personalised letters. For Australian versions it can also contain your BASlink setup and saved payment summaries.
To use these customised templates in AccountRight on your new computer, you need to copy the contents of the TEMPLATES folder into your AccountRight installation folder.
- Open File Explorer by simultaneously pressing the Windows and E keys.
Locate your AccountRight installation folder on the C: drive.
|If you installed this version||The installation folder is here|
(v19.12 and earlier)
|The installation folder is here|
(v19.13 and later, Australia only)
- Double-click to open your AccountRight installation folder.
- Double-click to open the TEMPLATES folder.
- Select all of the folders within the TEMPLATES folder.
- Click the first folder.
- Hold down the SHIFT key then click the last folder in the TEMPLATES folder.
- Right-click the selected folders and choose Copy.
- Right-click your AccountRight installation folder and choose Paste.
- Choose to Replace the files in the destination.
Once you're done, that's it! You've successfully moved your AccountRight software, your company file, and all associated data to the new computer.