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DAM's avatar
DAM
Contributing Cover User
31 days ago

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 trust that performed all obligations for pays, super etc for all the employees.  We have downsized considerably and want to now finish up one of the files.  I'm thinking of keeping the AR Plus and moving all of the other AR Standard file data into AR Plus.  Is this possible?  

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  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    31 days ago

    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

     

    • DAM's avatar
      DAM
      Contributing Cover User
      31 days ago

      Thankyou Sai but the 2 files have the same serial number.

      • Isaiah_C's avatar
        Isaiah_C
        MYOB Moderator
        28 days ago

        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

         

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