- Created by admin, last modified by AdrianC on Jul 03, 2017
https://help.myob.com/wiki/x/Cgic
ANSWER ID:9221
If you've upgraded from a previous AccountEdge version, you might have customised templates you'll want to use in your new AccountEdge version. This support note explains how to copy these templates into AccountEdge.
Using AccountEdge Pro or AccountEdge Basic? See Installing and upgrading to the latest AccountEdge for information on copying your customised templates. Or, if you're moving to a new computer, see Moving AccountEdge to a new computer.
What is a customised template?
A customised template is something you've customised to suit your business needs, such as:
- a form (invoice, statement, receipt, etc.)
- a personalised letter (for mail merge)
- a report
- BASlink information (Australia only)
- Double-click the Macintosh Hard Disk.
- Browse to the location of your previous installation, for example Applications > AccountEdge8.
- Click the Forms folder once so that it is highlighted.
- Go to the Edit menu and choose Copy.
- Browse to the location of your new installation, for example Applications > AccountEdge9.
- Go to the Edit menu and choose Paste.
- If a message regarding replacing files appears, click Yes to all.
Once you've done this and accessed your new software version, you may need to select the applicable form to use when you click print. In the following example, a specific Invoice form is being selected:
- Go to the Sales command centre and click Print/Email Invoices.
- Select the layout you use for invoices from the Sales Type selection menu.
- Click Advanced Filters.
- Click the drop-down arrow on the end of the Selected Form for Sale field.
- A list of forms is displayed. Select your form and click Use Form.
- Click OK to the Advanced Filters window.
Now, when you print an invoice your selected customised form will be used.
Being prompted to upgrade a form?
Forms from previous MYOB software versions may need to be upgraded for use in AccountEdge. If you're prompted to upgrade a form the first time you use it, click OK to complete the upgrade. It only takes a moment.
Can't see a copied form?
If after copying your forms you cannot see them within AccountEdge it may be that they are marked with the "locked" attribute. To remove the locked attribute from the files:
- Hold the Control key, click the file and choose Get Info.
- Clear the Locked checkbox and click OK.
- Double-click the Macintosh Hard Disk.
- Browse to the folder containing your previous installation, for example Applications > AccountEdge8.
- Double-click the Letters folder.
- You can select individual *.dot files to copy by holding the SHFT key and clicking each file once or you can select them all by going to the Edit menu and choosing Select All.
- Go to the Edit menu and choose Copy.
- Browse to your current version's program folder, for example Applications > AccountEdge9.
- Double-click the Letters folder.
- Go to the Edit menu and choose Paste.
- If a message regarding replacing files appears, click Yes to all.
You will now be able to select your customised letters in your software.
- Double-click the Macintosh Hard Disk.
- Browse to the folder containing your previous installation, for example Applications > AccountEdge8.
- Double-click the Custom Reports folder.
- You can select individual files to copy by holding the SHFT key and clicking each file once or you can select them all by going to the Edit menu and choosing Select All.
- Go to the Edit menu and choose Copy.
- Browse to your current version's program folder, for example Applications > AccountEdge9.
- Double-click the Custom Reports folder.
- Go to the Edit menu and choose Paste.
- If a message regarding replacing files appears, click Yes to all.
You will now be able to select your customised reports in your software.
- Double-click the Macintosh Hard Disk.
- Browse to the folder containing your previous installation, for example Applications > AccountEdge8.
- Double-click the BASlink folder.
- In the BASlink folder, you will find a Setup Folder. There may also be a Data folder if you have saved BAS reports from specific periods.
- Hold the SHFT key and click each of these folders once to select them.
- Go to the Edit menu and choose Copy.
- Browse to your current version's program folder, for example Applications > AccountEdge9.
- Double-click the BASlink folder.
- Go to the Edit menu and choose Paste.
- If a message regarding replacing files appears, click Yes to all.