AccountEdge Pro 2012 Upgrade
Upgrading files In AccountEdge Pro 2012
Before upgrading your company file(s), check out the videos on upgrading. The videos cover some changes to the product that effect how you upgrade your company file, and will step you through the process, clarifying some historically confusing issues.
New Folder Is Created
The 2012 version of AccountEdge Pro creates a new folder that will
store your sample company file (except for the Network Edition),
custom forms, reports, etc. In the past these were stored with the
application folder. They'll now be stored in a new folder named
AccountEdge Pro 2012 US, and by default this folder is created in
your Documents folder (see Support Folder
below). (AccountEdge Network Edition continues to store company
files, sample files and graphics in the Library/Application
Support/AccountEdge NE folder.) AccountEdge Basic will store
the support files in a folder named AccountEdge Basic v1
US.
Here's where it gets a little tricky, and we're working on cleaning it up in an update. The Support folder needs to be there before you upgrade your company file, because the preferred location for company files is this Support folder. This new folder is created when you open your first file. This can be the sample company file or your upgraded company file. It should also be created when you upgrade a file but it's not. That's what we're working on. So to make this process go smoothly, you can follow these steps below or watch the videos.
Upgrader is Built In
There's no need to use a separate upgrade utility. The process of
upgrading starts while you're in AccountEdge. Even though on the
Windows version, you can see the Upgrade on your hard drive, you
should run this from within AccountEdge and not on its own.
Steps to Upgrading a Company
File
After you complete the installation, launch AccountEdge Pro.
- Open the sample company file (Explore the Sample Company File)
- You will see a message informing you that AccountEdge will be creating the folder. Here's where you want to be careful. It's best just to let it save to the Documents folder. So just click Choose. If you choose any folder in this list above (any folder within your Documents folder) it will create the folder inside that directory. So just click Choose and nothing else.
- Your Widgets sample company file will then open.
- Next quit AccountEdge and launch it again to get back to the Welcome Window.
- Now we can move on to upgrading your company file. You'll want to do this from within AccountEdge and not launching the utility manually
- From the Welcome Window, choose the Company File Maintenance drop down and select Upgrade a Company File
- This will launch the Upgrade Assistant. Follow the steps to browse for your company file.
- Mac Users: Choose the name you would like to give this upgraded file. It should also default to your newly created AccountEdge Pro 2012 US directory in your Documents folder.
- Windows Users: After browsing for and selecting your file BE SURE TO CLICK SAVE AS AND CHANGE THE SAVE AS LOCATION TO YOUR NEW Documents/AccountEdge Pro 2012 US folder. Keep in mind that if you change the file name, Windows will default back to the original location. Either way CONFIRM that you are saving to the newly created folder as mentioned above.
- Once you have upgraded your file, you'll want to move your custom forms, letters, graphics, spreadsheets and other associated files to the new location.
- Windows users can run the Template Upgrader which is located in C:\AccountEdge Pro 2012 or manually move these files to the new Documents/AccountEdge Pro 2012 US folder.
- Mac users will want to copy their forms and other related files to the newly created AccountEdge Pro 2012 US directory in their Documents Folder.
Upgrading Custom Forms
(General)
Custom forms are now located in the Custom Forms folder
within the Support Folder. (See Support
Folder below.) After installing AccountEdge Pro 2012 and
upgrading your company file, you can copy your custom forms,
letters, reports and spreadsheets from the previous version of
AccountEdge to the appropriate folder within the Support
folder.
Upgrading Custom Forms
(Mac)
On Mac, copy your custom forms (only) from the Forms folder of the
previous version of AccountEdge, to the Custom Forms folder
within the Support folder. Copy your custom letters, reports
and spreadsheets, to the Letters, Custom Reports, and
Spreadsheets folders, respectively.
Upgrading Custom Forms
(Windows)
On Windows, you can use the Templates Upgrader, which will
find the custom forms, letters, reports and spreadsheets from the
previous version of AccountEdge, and copy them to the appropriate
locations in the Support Folder for
AccountEdge Pro 2012. The Templates Upgrader can be accessed from
the File Maintenance menu on the lower right-hand corner of the
AccountEdge Welcome window.
You can also copy your forms manually. Copy your custom forms (only) from the Forms folder of the previous version of AccountEdge, to the Custom Forms folder within the Support folder. Copy your custom reports to the Custom Reports folder. Then copy your custom letters and spreadsheets, to the Letters, and Spredsht folders, respectively. These latter 2 folders are located in the AccountEdgePro2012 folder (not in the Support folder).
Support
Folder
AccountEdge Pro 2012 and AccountEdge Basic use a Support
folder. This Support folder is created with the name of the product
(AccountEdge Basic v1 US, AccountEdge NE 2012 US on the Mac, and
AccountEdge Pro 2012 US on the Mac and Windows).
- On the Mac, the Support folder contains folders for Forms (Custom Forms), Reports (Custom Reports), Spreadsheets (Spreadsheets), Letters (Letters), and Graphics (Graphics). These folders are no longer located in the /Applications folder.
- On Windows, the Support folder contains folders for Forms (Custom Forms), Reports (Custom Reports) and Graphics (Graphics). These folders are no longer located in the AccountEdge program folder. The Spreadsheets (spredsht) and Letters (Letters) folders are still in the AccountEdge Program folder (AccountEdgePro2012).
- The Support folder is created when you open a current version (2012) company file, including Widgets, for the first time.
- The Support folder contains the sample company file, Widgets.
- The Support folder is the preferred location for your 2012 version company file(s).
- The Support folder is usually created in your Documents folder, but you can locate the Support folder anywhere on the disk.