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.

Some features available in older version are not yet available in the new AccountRight or Essentials. We don’t recommend migrating upgrading if your clients use:

• M-Powered Payments
• multi-currency, negative inventory or multi-location stock tracking (MYOB Premier)
• add-ons that use ODBC, but aren't available for the new AccountRight.

1. Click Add to dashboarddesktop files on the Desktop files tab of your Accounting dashboardview of the Transaction processing page.
   The Find desktop files to upgrade dialog displays.
   
   
2. 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 ). 
   
   
3. Click Search.
   The business name and AccountRight product appears.
   
   
4. Click Upgrade now.
   
   
5. If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.
   
   
6. Click Upload now.
   
   
7. Find your company file or drag and drop it into the page.
   
   While the file is being migratedupgraded, 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 migrate upgrade to the new AccountRight or Essentials) and the upgrade status of the file.
   
   When the migration upgrade is complete, the business is moved to the list of online files.

If your client has the company file, you can still start the migration upgrade process and then get your client to upload the file.

1. Click Add to dashboarddesktop files on the Desktop files tab of your Accounting dashboardview of the Transaction processing page. 
   The Find desktop files to upgrade dialog displays.
   
   
2. Enter the Serial number.
   
   
3. Click Search.
   The business name and AccountRight product appears.
   
   
4. Click Upgrade now.
   
   
5. If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.
   
   
6. Click Request from client.
   
   
7. Fill in your client's details and ask them to upload their latest company file for migration to the new AccountRight or Essentials.
   
   

8. Click Confirm and send.
   
   Your client will be able to upload the file directly from the email and the migration 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 migrate upgrade to the new AccountRight or Essentials) and the upgrade status of the file.
   
   

   UI Text Box
   type tip
   If your client is taking a while to upload their file, you can send them a reminder to upload it. If you receive the file from them, you can upload it yourself instead.

If your upgrade fails...

The status of the file in the Desktop window 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 business you want to resubmit file and select Resubmit file. Select Upload now or Request from client and then continue as with your original upload.