Get started

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

UI Text Box

type	note

This information applies only if you're upgrading from AccountRight Classic (v19 or earlier) to the new AccountRight.

If you have personalised forms that you want to continue using after you upgrade, they need to be migrated into your upgraded company file. This is a once-off task.

Note these changes to how custom forms work in the new AccountRight, compared to the old AccountRight:

Previously Previously (AccountRight ClassicAccountRight Classic)	Now (New AccountRight)
Your custom forms were stored in a folder on your computer.	Custom forms are now stored within the company file. This means everyone can access the new forms, no matter where they are - online or on another computer. You don't need to copy the forms onto each computer.
Custom forms needed to be upgraded from time to time	You don't need to upgrade custom forms when you update your new software. Your custom forms are automatically upgraded when you open your company file in a new version.
Custom forms were available to all company files on your computer.	Custom forms are no longer automatically shared between company files. If you want to use the custom forms in another company file, you need to export them from one file and import them into the other.

UI Expand

expanded	true
title	Migrate personalised forms

Open the company file into which you want to migrate custom forms.
Go to the File menu and choose Migrate Custom Forms. The Migrate Custom Forms window appears.
Click Browse and locate the Forms folder in your previous software version. For example, at C:\Plus19\Forms.

Click Next. All the customised forms from the previous software version appear in the list.

UI Text Box

type	note

Is the Next button greyed out? If the Next button is inactive, check that there are customised forms in the folder you've selected. Note that you can't upgrade default forms from a previous version, but only the ones you have personalised.

Select only the custom forms you want to migrate and then click Migrate. The selected forms are migrated into your company file.

UI Text Box
type note
Migrate button greyed out? If the Migrate button is inactive, make sure there's a tick in the box next to the forms you want to migrate.

HTML
<h2><i class="fa fa-comments"></i>  FAQs</h2><br>

UI Expand

title	Why didn't my form migrate succesfully?

A warning like this means a form didn't migrate successfully. This happens if trying to migrate customised pay slips or cheques (which can't be migrated):

If this occurs, open the form in the software version it was customised in and ensure all fields are on the page. Here's an example where some fields need to be moved:

After moving the fields, save the form then try to migrate it again.

Still having trouble? See Personalising forms for help re-creating the form.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Moving to the new AccountRight

Panelbox

name	yellow
title	From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://community.myob.com/myob/rss/search?q=migrate+forms&filter=labels%2Clocation%2CsolvedThreads&location=forum-board%3AInstallingUpgrading&search_type=thread&solved=true

HTML Wrap

class	morelinks

More »

Page tree

Versions Compared

Old Version 38

New Version 39

Key

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks