If a client is using a classic version of AccountRight (such as MYOB AccountRight Plus v19 or Premier v19), you can upgrade the file to the new AccountRight or move to MYOB Essentials.
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| CSV files You can add several desktop files at once by importing a CSV file that contains their serial numbers. See Add more than one desktop file at once for information on how to use CSV files. |
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| Some features available in older version are not yet available in the new AccountRight or Essentials. We don’t recommend upgrading if your clients use: - M-Powered Payments
- add-ons that use ODBC, but aren't available for the new AccountRight.
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How to upgrade a file To upgrade a file you'll need access to the AccountRight company file. If you don't have the file, you can ask your client to upload a copy of the file for you. The procedures below step you through both options. | UI Expand |
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| - Click Add desktop files on the Desktop files view of the Transaction processing page.
The Find desktop files to upgrade dialog displays.
- Enter the Serial number.
You can find the serial number on the Company information window (open your company file and go to Setup > Company Information ).
- Click Search.
The business name and AccountRight product appears.
- Click Upgrade now.
- If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.
- Click Upload now.
- Find your company file or drag and drop it into the page.
While the file is being upgraded, the file appears in the list of desktop files. You'll also see details of the subscription linked to the business (including the number of licences available to upgrade to the new AccountRight or Essentials) and the upgrade status of the file.
When the upgrade is complete, the business is moved to the list of online files.
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| title | If your client has the company file |
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If your client has the company file, you can still start the upgrade process and then get your client to upload the file. - Click Add desktop files on the Desktop files view of the Transaction processing page.
The Find desktop files to upgrade dialog displays.
- Enter the Serial number.
- Click Search.
The business name and AccountRight product appears.
- Click Upgrade now.
- If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.
- Click Request from client.
- Fill in your client's details and ask them to upload their latest company file.
Click Confirm and send.
Your client will be able to upload the file directly from the email and the upgrade will then be completed. While you're waiting for your client to upload their file, the file appears in the list of desktop files. You'll also see details of the subscription linked to the business (including the number of licences available to upgrade to the new AccountRight or Essentials) and the upgrade status of the file.
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| If your upgrade fails... The status of the file in the Desktop files page will show as Failed and the MYOB Support team will contact you to explain how to fix the issue and resubmit the file. After the issues have been fixed, click next to the file and select Resubmit file. Select Upload now or Request from client and then continue as with your original upload. |
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