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DJLJWLRCPC's avatar
DJLJWLRCPC
Member
3 months ago
Solved

Company file

Our business entity has changed, with 2 partners leaving the business. We have had to establish new TFN ABN new bank account etc in the remaining 2 partners' names. My question is how can I set up ...
  • DJLJWLRCPC's avatar
    DJLJWLRCPC
    3 months ago

    Thank you Genreve.

    Success in creating new file.

    I would like to import the accounts list, and suppliers/customers from the previous company file, but I can't find it.  It's listed on my library in MYOB, but I am directed back to the C drive to find it, and I am going in circles.  Any suggestions, greatly appreciated.  Cheers

Genreve_S's avatar
Genreve_S
MYOB Moderator
3 months ago

Hi DJLJWLRCPC, 

 

Sounds like things are changing a bit on your end. Because you’ve now got a new ABN/TFN and ownership, you’ll want to treat the new ABN/TFN as a new entity in AccountRight.

In AccountRight Desktop, create a new company file for the new setup:

  • Open AccountRight
  • Click Create a company file
  • Enter the new business name, new ABN/TFN, and new bank details
  • Choose the correct financial year and conversion date

For the old file, I’d recommend taking a backup so you can restore it any time you need to look something up or refer back to past data.

 

Regards,
Genreve

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