To use the Templates Upgrade Assistant

Your Plus software includes a program, the Templates Upgrade Assistant, that automatically upgrades your custom forms, custom reports, letters and spreadsheets so that they can be used by Plus. Follow these steps to use the Upgrade Assistant to upgrade your templates:

1. Locate the Templates Upgrade Assistant. The Upgrade Assistant appears as an icon named MYOB Plus Upgrade Assistant within the MYOB Plus folder in the Programs folder on your Start menu.



2. The Welcome window opens. Click the Help button for complete information about which types of files will be upgraded. When you're ready, click Next.



3. The copying Files window opens.

In the Source field, the path to your previous MYOB software is displayed in the Source field.

If your previous MYOB software was not installed in the default location, you may see a message stating that the previous version could not be found. You'll need to locate it manually. To do this, click the Browse button to locate the program folder of your previous MYOB software. Click the .exe file (for example, myob.exe) and then click Open. The correct path should now be displayed in the Source field.

In the Destination field, the path to your current MYOB software is displayed.

4. Click Start.



5. When the forms are copied, the Finished window appears. Click the Finish button to close the MYOB Templates Upgrade Assistant.

Note:  If you were unable to copy your forms using the Templates Upgrade Assistant