For everyone upgrading from AccountRight v19 or earlier...

to note:

• Check the system requirements to make sure your computer can run the new AccountRight.See the system requirements.
• You'll need to be able to locate the file you want to upgrade. Not sure where it is? See Find the file you want to upgrade for some tips.
• You'll need Windows Administrator access. If the file you want to upgrade is located in a C:\Program Files subfolder, you’ll need to log on to your computer as an administrator before you can upgrade it. Your customised reports 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 upgradedretained.
• 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.
  Your customer credit card details won't be brought into your upgraded 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

If your file won't be

Also, if you're manually upgrading your file yourself (without putting it online)...

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. Graphics on your cards or items will need to be saved in the right place. Pictures must be 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 pictures are saved in a subfolder called Graphics, which is 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 C:\Plus19\Graphics. If they're not in this folder when you upgrade, you'll need to manually add them to your upgraded file. Also, images over 200KB in size can't be imported.

After you've upgraded

There may be a few more things you need to do, depending on the features you use. Don’t stress though, you only need to do them once. After you've upgraded, head over to Head over to our Additional upgrade tasks page for all the details.