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If you've received an email or in-product message that your MYOB Essentials file (or if you're an MYOB Partner, your client's files) will be upgraded soon, here's some things you should do before the upgrade to help make it go smoothly.

What you need to do depends on the features you currently use in MYOB Essentials.

Complete your reconciliation

Check the bank reconciliation for any saved bank recs and complete them.

MYOB Partners only: review user access

• Check users. We aim to bring all users who have been invited to the file across in the upgrade. If we find discrepancies in user lists across different systems, or we see a potential issue where users are across multiple practices, we may need to remove those users from the file on upgrade. Therefore, we encourage you to review your contacts and clean up any old users to minimise disruption – see Users (Partner Dashboard).
• Control access to restricted files. If you have restricted client files, you should control access to restricted clients before upgrade.

Using MYOB Essentials with Payroll?

There's a few things you should consider doing in your old software before the upgrade. If you:

• have any saved pay runs, finish them
• use YourPay, check that your employees have completed and saved any timesheets
• pay employees electronically, ensure that all of their banking details are complete and that the Account description has been entered only in capital letters
• have pre-conversion-date pay runs, you might want to download pay slips from this period, as pre-conversion pay runs are not brought across in the upgrade.

Using MYOB's super portal?

If use MYOB's super portal to pay employee super and:

• you're due to make a super payment, complete and process the contribution file
• would like to download your super records, find out how.

What happens after the upgrade?

When you open the new MYOB Essentials it will look similar to the old MYOB Essentials, but there's a lot that's new to learn. So, when you open the new MYOB Essentials we'll step you through the changes.

There will also be help topics and other support to help you get used to the new product.

For more information on the upgrade of MYOB Essentials:

• visit our website: small businesses | MYOB Partners
• check out the free upgrade training course: Australia | New Zealand.

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