To upgrade your current company file for use with Plus Version 11

Your Plus software includes a program, called the Upgrade Assistant, that automatically upgrades your company file so it can be used by Plus. Follow these steps to use the Upgrade Assistant to upgrade your company file.

  1. Locate the Upgrade Assistant.

    The Upgrade Assistant appears as an icon named MYOB Plus Upgrade Assistant within the MYOB Plus folder that appears in the Programs folder on your Start menu:

    After you locate this icon, select it to start the Upgrade Assistant.

  1. The first window of the Upgrade Assistant appears; this window introduces the Upgrade Assistant. Read the text in the window, then click Next to continue to the next step.

  2. The next step in the Upgrade Assistant, titled Find File to Upgrade, appears. In this step, you'll perform two tasks.

    a. Choose the company file you wish to upgrade

      In the field at the top of the Find File to Upgrade step, choose the location and name of the company file you want to upgrade.

      To choose your company file, click the Find File button; the Select Company File to Upgrade window will appear. The Select Company File to Upgrade window is a standard "find file" dialog box; browse through the window to find the company file you want to upgrade in its current location -- before it's been upgraded.

      If you are having difficulty locating your company file, refer to You can't find your company file.

      After you select your company file, it will be displayed below the Find File button.

    b. Choose the upgraded company file's new location and name

      In the field at the bottom of the Find File to Upgrade step, the name and location of the company file after it's been upgraded should be displayed.

      If you want to change the name and location that was automatically displayed, click the Save As button; a window will appear, allowing you to enter a new name for your company file and choose the location where you want the company file to be located when the upgrade process is complete.

      We recommend that you choose a name for the company file that's different than the current name of the company file. By doing this, it will be easier for you to find the correct company file when you want to open it later using Plus.

Warning: Two VERY important points about this step

 The choices you make here are extremely important. Please consider the following points before you choose a name and location for the upgraded company file:

1. When you enter a name for the new file, use the three-character extension .PLS.

2. Keep in mind that all your MYOB Plus workstations must have access to the location you specify here. When you choose a location, be sure you're choosing a location that all workstations can access.
  1. After you've made your entries in the Find File to Upgrade step, click Next to continue to the next step.

  2. In the next step of the Upgrade Assistant, titled Confirm, you can double-check that the entries you made in the previous step are correct. If the entries aren't correct, click the Back button to return to the Find File to Upgrade window to change your entries.

    Once you're certain the entries you've made are correct, click Next to begin upgrading your company file.

Note: Upgrading may take awhile

 The amount of time needed to upgrade a company file for use with Plus depends upon 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.
  1. When your company file is upgraded, the last window in the Upgrade Assistant will appear. At this point, you can do one of two things:

    If you have additional company files to upgrade: Click Next. The Find File to Upgrade window of the Upgrade Assistant will appear again. Follow steps 3 through 5 in these instructions for each company file until you've upgraded all your company files.

    If you've finished upgrading company files: Click Finish to exit the Upgrade Assistant.

    When you're finished using the Upgrade Assistant, you may need to register your Plus product, and if you use Plus's payroll features, you'll also need to load the most recent payroll tax tables. The next steps describe these tasks.

  1. Your next steps depend upon whether you use Plus's payroll features.

    If you don't use Plus's payroll features: Skip to step 11.

    If you use Plus's payroll feature: You'll need to load the latest payroll tax tables to ensure your upgraded company file is using the proper payroll tax information. To do this, follow steps 8 through 10.

  1. Start Plus and open the company file you've just upgraded. The Plus Command Center window will appear.

  2. From the Setup menu at the top of your computer screen, choose Load Payroll Tax Tables.

  3. Follow the instructions that appear on your computer screen. When you've finished loading your payroll tax tables, close the company file and go on to step 11. (Note: If you've upgraded multiple company files, repeat steps 9 and 10 for each file.)

Note: If you've created custom forms, reports and/or OfficeLink templates

 If want to use custom forms, reports and/or OfficeLink templates created in the previous MYOB product, you'll have to copy them to the folder that contains Plus Version 11.

In the folder containing the previous version of Plus, look for the folders called FORMS (for custom forms), CUSTOM (for custom reports) and SPREDSHT (for OfficeLink templates). Using Windows Explorer, copy these folders to your Plus Version 11 folder. You'll now be able to use your custom forms, reports and OfficeLink templates in Plus Version 11.
  1. We recommend that you 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 Plus.

Note: Optimizing and verifying may take awhile

 The amount of time needed to optimize and verify a company file for use with Plus depends upon 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 optimization and verification to take some time.

    When you installed Plus, the Optimization Assistant also was installed. Locate the Optimization Assistant icon:

    The Optimization Assistant appears as an icon named Optimization Assistant within the MYOB Plus folder that appears in the Programs folder on your Start menu. After you locate this icon, select it to start the Optimization Assistant.

    After optimization is complete, open your company file and choose Verify Company File from the File menu within Plus.

    For more information on optimization and verification, see To optimize a company file and To verify your company file.

  1. Congratulations! The upgrade process is complete!

To upgrade your current company file for use with MYOB Plus Version 11