Your AccountEdge software includes a application, the Upgrade Assistant, that automatically upgrades your company file for use with AccountEdge. Follow these steps to use the Upgrade Assistant to upgrade your company file.
The Upgrade Assistant appears as an icon named Upgrade Assistant in the MYOB AccountEdge folder on your workstation.
After you locate this icon, double-click it to start the Upgrade Assistant. The process follows this sequence:
Introduction
Find File to Upgrade
Upgrade Assistant Confirm
Upgrading
Last Upgrade Assistant window
Load Payroll Tax Tables
Optimize and verify your company file
The first window of the Upgrade Assistant appears; this window introduces the Upgrade Assistant. After you've read the text in this window, click Next to continue.
In this step, you'll perform two tasks.
In the field at the top of the Find File to Upgrade box, enter the location and name of the company file you want to upgrade.
After you select your company file, it will be displayed below the Find File button.
The field at the bottom of the Find File to Upgrade box should automatically display the name and location of the company file after it's been upgraded.
Warning: The location you choose for the upgraded company file is VERY important
If you want to change the name and location that are displayed, click the Save As button; a window will appear where you can enter a new name for your company file and choose where you want the company file to be located when the upgrade process is complete.
You should choose a name for the company file that is different from its current name. Doing this will make it easier for you to find the correct company file when you want to open it later using AccountEdge.
After you've made your Find File to Upgrade entries, click Next to continue.
Use this step to double-check the entries you made in the previous step. If the entries aren't correct, click the Back button to return to the Find File to Upgrade window and change your entries.
Once you're certain your entries are correct, click Next to begin upgrading your company file.
The amount of time needed to upgrade a company file for use with AccountEdge depends on the size of the file and the capabilities of the workstation you're using. If you have a very large company file and a slower computer with little memory, be prepared for the upgrade process to take some time.
When your company file is upgraded, the last window in the Upgrade Assistant will appear. At this point, you can do either of two things:
When you're finished using the Upgrade Assistant, you may need to register your AccountEdge product. If you use AccountEdge's payroll features, you'll also need to load the most recent payroll tax tables. The next steps describe these tasks.
These steps are necessary only if you use AccountEdge's payroll features:
You should now use the Optimization Assistant and the Verify Company File utility to ensure that your company file is in "healthy" working condition before you begin making your day-to-day accounting entries using AccountEdge.
Note: Optimizing and verifying may take awhile
When you installed AccountEdge, the Optimization Assistant also was installed. Locate the Optimization Assistant icon. The Optimization Assistant appears as an icon in the MYOB AccountEdge folder on your workstation. After you locate this icon, double-click it to start the Optimization Assistant.
Note: To upgrade custom forms, reports and/or OfficeLink templates created in a previous version