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This information applies only if you're upgrading from AccountRight Classic (v19 or earlier).

Do this first

If your cards or items are set up with pictures, these pictures must be saved in a subfolder called Graphics, which is in the same location as the company file you're upgrading. For example, if the file you're upgrading is located at C:\Plus19, then make sure the pictures are in a folder C:\Plus19\Graphics.

If the pictures aren't in this folder when you upgrade, you'll need to manually add them to your records again. Also, images over 200KB in size will not successfully import. Note that you will only need to do this task when you upgrade to this AccountRight version, not every time you upgrade in the future.

If the company file you want to upgrade is located in a C:\Program Files subfolder, you’ll need to log on to your computer as an administrator.
1. Upgrade your company file

Choose the file to upgrade

  1. Open AccountRight.
  2. In the Welcome window that appears, click Upgrade a company file.
  3. The Upgrade Assistant opens. Click Continue.
  4. Click Browse to locate and select the company file you want to upgrade, then click Open.
  5. If a password has been specified in the company file you are upgrading, type the password in the Password field.
    (Optional) Rename or move the file
  6. If you want, change the name of the company file in the Name field.

    Special characters in existing company file names

    If your existing company file contains characters that aren't allowed in the new file format, such as an ampersand (&), an asterisk (*) or a period (.), these characters will be replaced by an underscore (_) when you upgrade the file.

  7. By default, the company file will be saved in the AccountRight library that’s on your computer. Only files saved in an AccountRight library can be opened. The default location for the library is My Documents\MYOB\My AccountRight Files. To save the company file on a network computer that has AccountRight Server Edition installed, click Browse and select the Network Libraries option to set up the network library. If you want to save the upgraded file online, you need to first save it to your AccountRight library (not a network library). Then, when you open your upgraded company file, you can upload it by going to the File menu and selecting Go online (upload this file).

    Upgrade and open the file

  8. Click Upgrade to start the upgrade process. This can take up to a few minutes.
  9. When upgrading is complete, click Open Upgraded File. The Sign-on window appears.
  10. Click OK to open the company file. The Confirmation Assistant appears.
2. Confirm the file

What is confirmation?

You're prompted to activate when you create a new company file, and you're prompted to confirm when you upgrade a company file from a previous version. Click the links in the confirmation window for more information.

  1. In the Confirmation Assistant, click I use this company file to record or edit my business transactions.
  2. Choose how you want to confirm and follow the relevant onscreen instructions. Note that we recommend confirming online as the quickest, easiest way.
3. Complete additional upgrade tasks

Depending on which features you use in your software, you may need to complete additional upgrade tasks. For detailed information, see Additional upgrade tasks.

Watch a video about upgrading