upgrading from AccountRight Classic (v19 or earlier), there are some things you should know before you start.
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This information is intended for AccountRight v19 (or earlier) users moving to the new, online AccountRight. If you're
For everyone upgrading...You'll need Windows Administrator access. If the
already using the new AccountRight and need to update your software, or upgrade a file that's already online, see Getting the latest version.
Not sure which AccountRight version you're using? Open AccountRight, go to Help and choose About AccountRight.
You need an AccountRight subscription to upgrade
If you don't have a subscription, you'll need one before you can upgrade. Subscribe now.
If you're already have a subscription and want to know how many files you can put online, see here.Check the following features
Take note if you use these features in your Classic AccountRight (v19 or earlier) software:
Negative inventory - inventory items can't have a negative quantity or value in the new AccounRight. But if you adjust your inventory quantities and values to zero or greater (in each location, if you use multiple inventory locations), you can turn off negative inventory in AccountRight v19 and it won't prevent you from upgrading.
Add-ons that require ODBC. Are your add-ons compatible? Check the add-on centre (Australia | New Zealand) or contact the add-on provider to check if the add-on can work with the new AccountRight.
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Upgrading a FirstAccounts company file
FirstAccounts is a very old product so you'll first need to upgrade to AccountRight v19, then you'll be able to upgrade to the new AccountRight. For all the details, see Upgrading FirstAccounts to AccountRight v19.
Also, check these things
|Check if||More information|
|your computer can run the new AccountRight|
|the size of your file is 300MB or more||If your file is 300MB or more in size, you should prepare your company file for the new AccountRight . This can help the upgrade complete faster and smoother.|
|the file you want to upgrade is located in a C:\Program Files subfolder|Your customised reports won't be upgraded. If
|You’ll need to log on to your computer as an administrator before you can upgrade it. |, you
|For tips on how to find the file you want to upgrade, see How to find your file.|
|you have customised reports| We 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 won't be retained.
You'll need to recreate them in the new software version.
Additionally, if you're manually upgrading your file yourself (without putting it online)...
- Large company files (100MB or more) will need some extra attention. If your file fits the bill, there are some 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 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.
And 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 Additional upgrade tasks.
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