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 2007 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 application icon).

AccountEdge:
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.

AccountEdge Network Edition:
For example, if you want to find your custom forms, 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 2007 and paste your custom forms into it. This folder is located in the Applications/MYOB/AccountEdge 2004 NE folder on the computer you're using.

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 2007 Forms folder already exist. 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 2007 forms, reports and templates.

Using the same technique, copy your custom reports, OfficeLink letters and report templates to your new AccountEdge 2007 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.

Notes:
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.

Custom reports, forms and templates must be copied to every workstation that uses them, not just the workstation (AccountEdge)/host computer (Network Edition) 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.