Upgrading Company File

Background

Each version of the software reads and writes company files in a specific, version-dependent format. When a new version of the software is used to open a file that was created and used with a previous version of the software the file must be upgraded to the new version format. The upgrade utility reads the data from the old file and creates a new file with the same data. The contents of the old file remain untouched. The data are unchanged; at the end of the process, both files will have the same data (e.g., same fiscal and payroll years, same records, etc.).

Upgrading Company File To A Pre-AccountEdge 2012 Version

  • On the Mac, open a Finder Window, and navigate to the AccountEdge 20YY (vVV) or AccountEdge NE 20YY (vVV) folder in the Applications folder. Double-click on the Upgrade Assistant.
  • On the Windows platform, Click on the Start button in the lower left-hand corner of the screen. Select Upgrade Assistant from the All Programs > AccountEdge 20YY > AccountEdge Tools dropdown.
  • In the Upgrade Assistant window, click NEXT
  • Click FIND, to find the company file to be upgraded. Navigate to the folder where the file is located, then click on the file, which will have a .myo extension.
  • Click Save As, and indicate the file name and location to save the upgraded company file.
  • In the next step you will need to confirm your selections of file to upgrade, and new upgraded file name and location.
  • The size of the company file will determine how long it will take. Usually Step 12 (Cash) is the longest process.
  • When the upgrade is complete, you will then be able to open the new company file with the new software. The old, original company file will still be in the old location; it can be opened for historical reference with the old software. The newly upgraded file should be used from this point forward for all transactions.

Please Note
For AccountEdge Network Edition - the company file will be located on the host machine under Macintosh HD > Library > Application Support > AccountEdge NE > Databases. This is where the upgraded file will have to be placed in order to be accessed by AccountEdge Network Edition

Upgrading Custom Forms To a Pre-AccountEdge 2012 Version

Upgrading Custom Forms on Mac

On the Mac, the forms are located in the Forms folder: Macintosh HD/Applications/AccountEdge [NE] 20YY (vVV)/Forms

To upgrade your forms:

  1. Locate the folder of the previous version of AccountEdge, which is usually found in Applications folder.
  2. Open the folder named Forms and select only your customized forms.
  3. Select Copy from the Edit drop-down menu.
  4. Open the folder of the new AccountEdge software, which is usually in the Applications folder.
  5. Open the folder named Forms.
  6. Select Paste from the Edit drop-down menu. Note: We do not recommend you copy the entire folder since you will overwrite the standard forms. We also recommend you keep a copy of your customized forms in a separate folder.
  7. Follow the same procedure above to upgrade the Custom folder, which contains the reports you may have customized, the Letters folder, which contains letters you may have customized, and the Spreadsheet folder, which contains spreadsheets you may have customized to use with the Excel Officelink feature.
  8. After these steps have been completed, your custom forms should now be available in AccountEdge. To see them in AccountEdge, go up to your "Setup" menu and choose "Customized Forms". In here select the appropriate category (ie. Checks, Invoices, etc). After selecting a category, you will be able to go into the drop down menu and see if your Custom Forms are listed.

Upgrading Custom Forms on Windows

On a Windows machine, the forms are located in the Forms folder: C:\AccountEdge20YY\Forms.

To upgrade forms, Click on the Start button, then All Programs. Highlight AccountEdge 20YY, then AccountEdge Tools. Select the Templates Upgrade Assistant. Follow the instructions, which will allow this utility to copy the customized forms from the folders of your previous version of the software.

- or -

To upgrade forms, open the folder of your newly installed AccountEdge software (C:\AccountEdge20YY). Launch the TemplatesUpgrader. Follow the instructions, which will allow this utility to copy the customized forms from the folders of your previous version of the software.

Upgrading Company File To AccountEdge 2012 or Later (Including AccountEdge Basic)

  1. Select Upgrade Company File from the Company FIle Maintenance menu
  2. Click Next
  3. Click the Find File button
  4. Navigate to the folder where the company file resides, select it, and click Open
  5. By default the upgraded company file will be placed in the newly created AccountEdge Pro 20YY ** folder. Click the Save As button to indicate a different location and file name
  6. Click Next and confirm your settings
  7. Click Next to begin the upgrade process
  8. At the Congratulations window, you can click Next to select another file to upgrade, or click Finish if you are finished upgrading files
  9. When you are finished, you'll be returned to the Welcome Window, where you can Browse for your newly, upgraded company file, which will be located in your AccountEdge Pro 20YY ** folder.

Please Note
For AccountEdge Network Edition - the company file will be located on the host machine under Macintosh HD > Library > Application Support > AccountEdge NE > Databases. This is where the upgraded file will have to be placed in order to be accessed by AccountEdge Network Edition

We've also created two how-to videos (one for Macintosh and one for Windows). These were created in the 2015 software - but are the same process for all versions since 2012.

Upgrading to AccountEdge 2015 for Mac:  (Although this video shows the upgrade process using the 2015 software - it is the same process for all versions for 2012 and later)

Upgrade to AccountEdge 2015 for Windows (Although this video shows the upgrade process using the 2015 software - it is the same process for all versions for 2012 and later)

Upgrading Custom Forms To AccountEdge 2012 or Later (Including AccountEdge Basic)

Later versions of AccountEdge Pro, AccountEdge Network Edition, and AccountEdge Basic use a Support / Custom Forms folder for company files, invoice, letter and spreadsheet templates.

AccountEdge Pro 20YY has a feature called the Migration Assistant. The Migration Assistant will copy your customized forms, reports, letters and graphics from a previous version of AccountEdge or FirstEdge to the Support / Custom Forms folder of AccountEdge Pro 20YY **. If you have custom spreadsheets in your previous version, check the Copy Spreadsheets checkbox. The Migration Assistant is accessed from the AccountEdge Pro Welcome window, in the Company File Maintenance dropdown menu, which is located in the lower, right-hand corner of the Welcome window.

  1. Select Migrate Previous Version from the Company File Maintenance dropdown menu. You will see a message informing you that a folder named AccountEdge Pro 20YY ** will be created, by default, in your Documents folder. If you do not want the AccountEdge Pro 20YY ** folder located in your Documents folder, click OK, and indicate the place to create the folder.
  2. If your previous application isn't displayed, click the Browse button
  3. Navigate to the folder where your previous version of AccountEdge or FirstEdge resides
  4. Click on the application, and click Open
  5. Click the Start button to begin the migration process

**If you are using the United States version this will read US, if you are using the Canadian version this will read CA, if you are on the International version this will read IN

Trouble Upgrading Company File

We have additional support articles that address possible issues upgrading: