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If you’re using a classic version of AccountRight (such as MYOB Accounting v19 or Premier v19), you’ll need to migrate your file before you can use the features available in the new AccountRight or Essentials.
Some features available in older version are not yet available in the new AccountRight or Essentials. We don’t recommend migrating if your clients use:
- M-Powered Payments
- multi-currency, negative inventory or multi-location stock tracking (MYOB Premier)
- add-ons that use ODBC, but aren't available for the new AccountRight.
Before you migrate, you'll need access to the AccountRight company file you want to migrate. If you don't have a copy of your client's file, you can send them a request to upload it for you.
- Click Add to dashboard on the Desktop businesses tab of your Accounting dashboard.
The Find desktop business to upgrade dialog displays. - 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). - Click Search.
The business name and AccountRight product appears. - Click Upgrade now.
- If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.
- Click Upload now.
- 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.
- Click Add to dashboard on the Desktop businesses tab of your Accounting dashboard.
The Find desktop business to upgrade dialog displays. - Enter the Serial number.
- Click Search.
The business name and AccountRight product appears. - Click Upgrade now.
- If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.
- Click Request from client.
- Fill in your client's details and ask them to upload their latest company file for migration to the new AccountRight or Essentials.
- 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 or Essentials) and the upgrade status of the file.
Your client will be able to upload the file directly from the email and the migration 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: Resubmit 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:
- Click Resubmit file.
The Upgrade desktop business - Upload latest company file page displays with the order summary. - Select Upload now or Request from client and then continue as with your original upload.
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