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

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

  1. Locate 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.

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 Accounting 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.

Note: Upgrading may take awhile

The amount of time needed to upgrade a company file for use with Accounting 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:

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

  1. Start Accounting Plus and open the company file you've just upgraded. The Accounting Plus Command Centre 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 Accounting Plus Version 11.

In the folder containing the previous version of Accounting 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 Accounting Plus Version 11 folder. You'll now be able to use your custom forms, reports and OfficeLink templates in Accounting Plus Version 11.

  1. We recommend that you now use the Optimisation 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 Accounting Plus.

Note: Optimising and verifying may take awhile

The amount of time needed to optimise and verify a company file for use with Accounting 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 optimisation and verification to take some time.

  1. Congratulations! The upgrade process is complete!