MOVING ONE COMPANY FILE TO ANOTHER
Hi, we have 2 files under the same subscription. One is Account Right Standard and the other is Account Right Plus. The standard file handled all the company accounts and the AR Plus was an admin t...
Forum Discussion
Hi DAM,
Thank you for the post. To move your file to a different serial number, we first need to process a serial number removal. To initiate this process, please reach out to our live agent through our virtual assistant MOCA or submit a support request via MyAccount. This will allow us to assist you efficiently and ensure your file is transferred correctly.
Regards,
Sai
Thankyou Sai but the 2 files have the same serial number.
Hi DAM
Thank you for the post. Yes, it is possible to move data from an AccountRight Standard file to an AccountRight Plus file. Here are the steps to do it.
Before making any changes, make sure to create a backup of both company files to prevent any data loss. Go to File>Import/Export Assistant. Select Export Data. Choose the types of data you want to export (e.g., Accounts, Customers, Suppliers, etc.) Follow the prompts to export the data to a file.
Open your AccountRight Plus company file. Go to File>Import/Export Assistant. Select Import Data. Choose the types of data you want to import and follow the prompts to import the previously exported data.
After importing, verify that all data has been transferred correctly. Check your accounts, customer lists, supplier lists, and any other important data to ensure accuracy. Ensure that any specific settings from the Standard file are configured in the Plus file, including payroll settings, tax settings, and any customer fields or forms.
Exporting data and Importing data has detailed information to assist you with this.
Regards,
Sai
