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https://help.myob.com/wiki/x/BxmEAQ
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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.
You can add several desktop businesses at once by importing a CSV format file that contains their serial numbers.
Before you import the file, make sure that it is the option which only contains serial numbers.
You can only upload one CSV file at a time.
A good way to create the CSV file for upload is to use the AccountRight Company file previewer to output a list of your desktop serial numbers in CSV format.
You can then upload that file using the process below. (Make sure to remove all the non-serial number content first!)
Partners can simply and easily export a list of serial numbers from my dot to a csv file format:
- Log into my.dot
- On the top drop-down menu select your desired practice.
- On the menu bar choose My Account then My Linked Clients from the drop down list.
You will see a page with a list of all clients linked to your practice to export: - simply click Export Clients on the top of the list. This will download a CSV file format to your default download folder.
- you can then use this file to import all client's serial numbers to the partner dashboard.
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. - Click Upload file.
An Explorer window opens. 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.
Click Add to dashboard.
A message displays.Click Continue working.
Successful serial numbers are automatically added to your list of Desktop businesses.
You will receive an email with the import results (including the number of businesses that have been successfully added, and which failed and why.If you don't get an email with the import results, check your spam or junk folder.
- Upgrade each of the businesses added to the listing – see Upgrade your desktop business at a later stage for the steps to do this.
The email you receive after import will let you know if any of your businesses haven't imported correctly, and will list any failed serial numbers. You'll need to update your CSV file to fix those numbers.
It's a good idea to copy and paste serial numbers into the CSV file to avoid errors.
You can only add valid version 19 serial numbers.
Make it easy to identify clients who haven't applied for an online service or who have fallen behind in MYOB software upgrades.
In just a few easy steps you can tailor an AccountRight product or service solution for each client and email them your recommendations.
Running the Company File Previewer
Download the installer here and follow the prompts to download the Company File Previewer.
To run Company File Previewer there are a few requirements. If you’ve installed AccountRight 2011 or later you already have what you need.
If AccountRight isn’t installed, make sure your computer has Microsoft .NET Framework 4 and Microsoft SQL Server Compact 3.5. You can find the relevant installs here.
Discover your client files
To discover your client files:- To see a list of all the company files you have in a folder, on your hard disk or on your network, click the Scan Location button.
- Select the folder or drive you want to look in (sub folders will also be scanned).
- The time it takes to complete a scan will depend on the size of the folder and the number of files scanned.
- When the scan is finished, you’ll see a summary of all the company files found and excluded.
Company files without serial numbers, MYOB sample files, older versions of AccountRight and AccountEdge will be excluded from the results.
Select the clients you want to recommend to
- Click on Show me to display of the list of company files found.
- Use the filter on the top right to display a specific financial year.
- The first column allows you to select what files you want to include in the export.
Export your client information
- When you are ready, click on Export to Dashboard.
- Save the CSV file to your Windows desktop, or another folder.
Review your clients’ status
To analyse your clients using the dashboard, you will need to import the CSV file that you exported from Company File Previewer onto the dashboard. The dashboard will show you the products your clients are currently using. You can then migrate them across to Essentials or AccountRight Live.
- Log in to partner.myob.com, go to Desktop Businesses and select Add to dashboard.
- Click on Upload file, select the CSV file from your Windows desktop or folder and then click on Add to Dashboard.
- It should take us 10 to 15 minutes to add the businesses to your dashboard. While we do that, you can click on Continue working to close the window.
- Once the businesses are added to your dashboard, you will receive an email notification from us.
Upgrade your clients
For clients who have not purchased a subscription, you can simply click on the menu to select Upgrade business.
This will take you to the Upgrade Desktop Business screen where you can select to upgrade to Essentials or AccountRight.
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 next to the business you want to resubmit and select 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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