Launch the new AccountEdge. At the Welcome window, click Sample Company (Explore our Clearwater company file). You will see a message informing you that AccountEdge will be creating the folder. It is recommended to let this folder be created in the Documents folder. So just click Choose. If you choose a different folder, it will create the folder inside that directory. Your sample company file will then open. Quit AccountEdge and launch it again to get back to the Welcome Window. Choose the Company File Maintenance drop down and select Upgrade company file.
This will launch the Upgrade Assistant. Follow the steps to browse for your company file. UI Text Box |
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| Upgrading from BusinessBasics or FirstEdge? If you can't see your company file when browsing for it, you'll need to use Finder to locate your company file, then change the file extension from ".dat" to ".myo". For example, change the company file name from MyCompanyFile.dat to MyCompanyFile.myo. You can then repeat the above steps to locate and select your BusinessBasics company file. |
If you want to change the name of the company file, type a different name in the Name field. UI Text Box |
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| Using AccountEdge Network Edition? Because your previous file is stored in the same database location as your upgraded file, you will need to change the name of the upgraded company file. So that each workstation in the network can easily identify the upgraded file, we recommend you rename it with reference to the AccountEdge version number (for example, YourCompanyFile_v14 ). |
The upgraded file should default to your newly created folder in your Documents folder, e.g. AccountEdge Pro vXX AU (or NZ), or AccountEdge Basic vXX AU (or NZ). To save the upgraded company file to a different folder or computer, click Save As and select the location. UI Text Box |
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| Using AccountEdge Network Edition? Do not move your company file. Your file must be stored in the Macintosh HD/Library/Application Support/AccountEdge NE/Databases folder. |
Click Next to start the upgrading process. The Complete window appears when the company file is upgraded. Once you have upgraded your file, copy your custom forms, letters, graphics, spreadsheets and other associated files to the appropriate folder within the Documents folder.
UI Text Box |
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| Using AccountEdge Network Edition? When your company file is upgraded, by default the upgraded file will be saved to the Documents > AccountEdge NE vXX folder. You will need to copy and paste the upgraded file to the Macintosh HD > Library > Application Support >AccountEdge NE > Databases folder. This will ensure the company file will be visible to AccountEdge Network Edition. |
Can't open your upgraded file? See Unable to open a company file. |