Setup

Upgrading your company file


 

If you've used an MYOB product in the past, thank you for upgrading to MYOB AccountEdge! We're sure you'll enjoy AccountEdge's ease of use, coupled with the power and flexibility of network computing.

Before you begin using AccountEdge with an existing company file, you need to perform a simple procedure called upgrading. Upgrading creates a new file using the information in your existing company file, which was created and maintained with your previous MYOB product, so it can be used with the most recent version of AccountEdge.

Note:  Company file concepts

AccountEdge:
When you upgrade your file to AccountEdge 2007, your original company file remains in your system in its original location. The upgraded file -- which can be used with AccountEdge 2007 -- will be in a location you specify during the upgrading process.

If you're using AccountEdge on a peer-to-peer network, your company file is in a location that can be accessed by all workstations. Since all users are accessing the same company file, you'll need to upgrade the company file (and any other company files you may have created) only once. You should run the Upgrade Assistant on the workstation where the company file is located.

AccountEdge Network Edition:

Note:  Steps for completing the setup process for MYOB AccountEdge Network Edition

You should use the AccountEdge software on your host computer to upgrade your company file. Although it is possible to perform this task on a company file using a workstation, it will probably take a great deal longer to do so. Using the host computer will also avoid problems that can arise from possible service interruptions in your network.

When you upgrade your file to AccountEdge 2007, your company file remains in your system in its original location. The upgraded file will then need to be moved to a specific location on your host computer so all users on the network can access it.

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

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