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 2005 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).

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 2005 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 2005 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 2005 forms, reports and templates.

Using the same technique, copy your custom reports, OfficeLink letters and report templates to your new AccountEdge 2005 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:  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 host computer 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.