The Desktop files view of the Client files page lets you view and add details of the AccountRight classic files (v19) you have access to. You can upgrade them and put them online in a few easy steps.
What you can do on the Desktop files page
Upgrade AccountRight classic files | Click Add desktop files to get started.See Upgrade an AccountRight classic file for all the details. Upgrade options |
Search for a desktop file | By default, your clients' desktop files are displayed in alphabetical order. These are the businesses that have been added by you, or by someone else in your practice. To search for a desktop file, start typing a file name in the Search text field. |
Filter desktop files | If there are many files in your list, use the filters to help you work through the list. See Filter the Desktop files list. |
Remove a desktop file | If you don't want to show a file in the list, see Remove a desktop file. |