If you've created custom forms, custom reports, letters and spreadsheets using a previous MYOB product, those documents won't be copied to your MYOB AccountEdge Version 3 folder when you upgrade your company file for use with AccountEdge. You'll have to copy those forms yourself, using the Finder.
Custom forms, custom reports, letters and spreadsheets created in previous versions of AccountEdge are stored in folders located inside your MYOB folder (the folder that contains your AccountEdge program icon).
For example, if you want to find your custom forms, you'll locate the Forms folder for your previous MYOB software and copy its contents. (If you can easily identify the custom forms you've created, you might want to copy only those files.) Then locate the Forms folder for MYOB AccountEdge Version 3 and paste your custom forms into it.
If you copied all the files from your original Forms folder, a message will appear to alert you that certain files you're pasting into the MYOB AccountEdge Version 3 Forms folder already exists. If you want to preserve an earlier version of a form, report or template that you expect to need in the future, click Yes at the bottom of the alert box. If you would like to preserve all of the standard forms that you created in an earlier version, click Yes to All to replace all of the MYOB AccountEdge Version 3 forms, reports and templates.
Using the same technique, copy your custom reports, OfficeLink letters and report templates to your new AccountEdge Version 3 folder. Letter templates are stored in the LETTERS folder, reports are stored in the CUSTOM folder and the OfficeLink spreadsheet templates for Microsoft Excel are stored in the SPREADSHEETS folder.
Important: Custom reports, forms and templates must be copied to every workstation that uses them, not just the workstation where the company file is located.
Important: In some instances, custom reports created in an earlier version of AccountEdge will not work. You may have to redo the customization.
If you're unfamiliar with the Finder and you need more detailed information about copying and pasting files, please consult the documentation that accompanied your computer.