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This information applies only if you're upgrading from AccountRight Classic (v19 or earlier).
Before you upgrade your company file, there are some things you should know.
Do I need to upgrade every time AccountRight changes?
No. When you install future AccountRight updates, your file will update automatically.
For everyone upgrading...
If the 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.
If you have customised reports, you'll need to recreate them in the new software version. We've significantly improved the reports customisation tools in AccountRight, making this task a lot easier.
To comply with PCI Data Security Standards, you'll only be able to view the last four digits of any credit card numbers in your upgraded file, and card expiry dates won't be retained.
Additionally, if you're manually upgrading your file yourself (without putting it online)...
If your file fits the bill, there are some things you should do in your Classic AccountRight software first.
Pictures must be saved in a subfolder called Graphics, which is in the same location as the file you're upgrading. For example, if the file you're upgrading is located at
C:\Plus19, make sure the pictures are in
C:\Plus19\Graphics. If they're not in this folder when you upgrade, you'll need to manually add them to your upgraded file. Also, images over 200KB in size can't be imported.
And after you've upgraded...
There may be some things you need to do too, depending on the features you use. Don’t stress though, you only need to do them once. After you've upgraded, head over to Additional upgrade tasks.