To upgrade custom forms, reports and/or OfficeLink templates created in a previous version

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 5 folder when you upgrade your company file for use with AccountEdge. If you want to use these documents, 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. (This is the folder that contains your AccountEdge program icon).

Letter templates are stored in the LETTERS folder, reports are stored in the CUSTOM folder, BASlink information is stored in the SETUP folder and the OfficeLink spreadsheet templates for Microsoft Excel are stored in the SPREADSHEETS folder.

In the folder containing the previous MYOB product, look for the folders called FORMS (for custom forms), CUSTOM (for custom reports) and SPREADSHEET (for OfficeLink templates). Copy the files in the previous versions's folder to the folder of the same name in the current version.

• Copy only your custom files from the previous version's folder and add them to the files included in the current versions's folder. When you do this, the standard files in the current version's folder will remain.

• Copy all of the files -- custom and standard -- in the previous version's folder. When you add these files into the current version's folder, all of the files in the current version's folder will be overwritten. When you do this, be aware that the standard files will be the files that were available in the previous version.

Important:  In some instances, custom reports created in an earlier version of AccountEdge will not work. You may have to recustomize them in your upgraded software package.

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.

If you're unfamiliar with the Finder and you need more detailed information about copying and pasting files, consult the documentation that accompanied your computer.