1. Click Add to dashboard on the Desktop files tab of your Accounting dashboard.
   The Find desktop files 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 file appears in the list of desktop files. 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 files.

You can add several desktop files at once by importing a CSV format file that contains their serial numbers. See Using the Company File Previewer and Adding more than one desktop file at once for more information.

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 files tab of your Accounting dashboard. 
   The Find desktop files 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 file appears in the list of desktop files. 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:

1. Click next to the business you want to resubmit and select Resubmit file.
   The Upgrade desktop files - 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.