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If you're moving from AccountRight v19 to AccountRight 2017, this information is for youThis information is intended for AccountRight v19 (or earlier) users moving to the new AccountRight. If you're updating AccountRight 2011 or later,check out 'already using the new AccountRight and need to update your software, or upgrade a file that's already online, see Getting the latest version' instead. To check your current AccountRight version.
Not sure which AccountRight version you're using? Open AccountRight, go to the Help menu and choose About AccountRight.
Before upgrading from AccountRight Classic (v19 or earlier), here are some things to note:Make sure
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|How your fileTo 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.If , you
|You’ll need to log on to your computer as an administrator before you can upgrade it. | We significantly improved the reports customisation tools in AccountRight, making this task a lot easier.
You'll need to recreate them in the new software version.
After upgrading your company file, you can't "downgrade" the file to use in AccountRight v19. Pre-upgraded company files remain accessible by AccountRight v19.
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If you were using the following Classic AccountRight features, you might not be able to upgrade just yet because these features aren't available in the new AccountRight:
- M-Powered Payments
- multi-currency, negative inventory or multi-location stock tracking
- add-ons that require ODBC. Are your add-ons compatible?
If your file won't be stored onlineIf your file is 100MB or more in size, there are a couple of things you should do in your Classic AccountRight software first. This can help the upgrade complete faster and smoother.If you've linked pictures to cards or item records, note that pictures over 200KB in size won't be imported into your upgraded file. Make sure your card and item pictures are saved in a subfolder called Graphics, 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
What's different in the new AccountRight?
Ready to upgrade?
You can send your company file to us and we'll do the upgrade for you.
See Upgrade to the new AccountRight.
After you've upgraded
There may be a few more things you need to doAfter you open your upgraded company file, you may need to set up a few features again, depending on the what features you use. Head over to our Additional See Complete your upgrade tasks page for all the details.