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If you're moving from AccountRight v19 to AccountRight 2016, this information is for you. If you're updating AccountRight 2011 or later, check out 'Getting the latest version' instead.
Before upgrading from AccountRight Classic (v19 or earlier), here are some things to note:
- Make sure your computer can run the new AccountRight. (Check the full system requirements.)
- If the file you want to upgrade is located in a
C:\Program Filessubfolder, you’ll need to log on to your computer as an administrator before you can upgrade it. How to find your file
- To comply with PCI Data Security Standards, you'll only be able to view the last four digits of any credit card numbers in your upgraded file, and card expiry dates won't be retained.
- If you have customised reports, you'll need to recreate them in the new software version. We've significantly improved the reports customisation tools in AccountRight, making this task a lot easier.
If your file won't be stored online
- If your file is 100MB or more in size, there are a couple of things you should do in your Classic AccountRight software first. This can help the upgrade complete faster and smoother.
- If you've linked pictures to cards or item records, note that pictures over 200KB in size won't be imported into your upgraded file.
- Make sure your card and item pictures are saved in a subfolder called Graphics, in the same location as the file you're upgrading. For example, if the file you're upgrading is located at
C:\Plus19, make sure the pictures are in
After you've upgraded
There may be a few more things you need to do, depending on the features you use. Head over to our Additional upgrade tasks page for all the details.