1. Click Add to dashboard on the Desktop businesses tab of your Accounting dashboard.
   The Find desktop business 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 migrated, the business appears in the list of desktop businesses. You'll also see details of the subscription linked to the business (including the number of licences available to migrate to the new AccountRight or Essentials) and the upgrade status of the file.
   When the migration is complete, the business is moved to the list of online businesses.

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

1. Click Add to dashboard on the Desktop businesses tab of your Accounting dashboard. 
   The Find desktop business 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.
   While you're waiting for your client to upload their file, the business appears in the list of desktop businesses. You'll also see details of the subscription linked to the business (including the number of licences available to migrate to the new AccountRight) and the upgrade status of the file.
   Your client will be able to upload the file directly from the email and the migration to the new AccountRight will then be completed.

If your upgrade fails, the status of the file in the Desktop window will show as Failed, and there will be a new menu item: Re-submit file. Don't panic – someone from MYOB Support will contact you to explain what you need to change, so that you can then fix the file and re-submit it.

When you've fixed the file:

1. Click Re-submit file.
   The Upgrade desktop business - Upload latest company file page displays with the order summary.
2. Select Upload now or Request from client and then continue as with your original upload.

You can migrate several files at once:

1. Click Add to dashboard on the Desktop businesses tab of your Accounting dashboard. 
   The Find desktop business to upgrade dialog displays.
2. Click Upload file.
   An Explorer window opens.

3. Find and select the first file you want to upload.

   If you want to change the file, click Upload file again. When you select the new file, it will replace the old one.

   
   

4. Click Add to dashboard.
   A message displays to in modal window, click “Continue working” button
5. Successful serial numbers are automatically added to the Desktop page (as the background query completes i.e. not necessarily immediate)
6. An email is sent with results i.e. successfully added, or failed and why

We expect that most partners have a spreadsheet with a list of their client’s serial numbers, so are providing the results in the email in list format so that they can update their original file. Note only failed serial numbers will be listed.

The new “Upload file” button will have a tooltip about the acceptable file format, but we’d want the help to include a bit more detail:

• Can be either csv text or spreadsheet format, but must be csv
• Can be listed in one row with commas, or one serial number per row
• May only contain serial numbers and commas
• Can only upload and submit one file at a time

Only valid i.e. version 19 serial numbers will be added. (Note – I have separately emailed Dale Dixon suggesting that the help there could be more helpful – I will forward you the email for your info)

If the email is not received, check your spam / junk folder

Pasting serial numbers back into your source doc may require some knowledge – we suggest you consider pasting to match destination formatting

Note also, that this workflow only adds the listings to the page, so partner needs to individually initiate an upgrade from each listing – so maybe link to help content “Upgrade your desktop business at a later stage”. This will be covered in the email content.