MYOB AO 2020.0—Upgrading from MYOB AO Classic (New Zealand)

1. Check that you have MYOB AO Classic version 17.0.0b or later installed. This must be installed to migrate your MYOB AO Classic data to MYOB AO.

2. Record your current login details for MYOB AO Classic.

3. Record the location of the MYOB AO Classic data folder. To find the location:

   1. Open MYOB AO Classic on your usual workstation.

   2. Select Help > About MYOB Accountants Office.

   3. Click the Application Details button.

4. Back up the MYOB AO Classic data folder. See Backing up my AO Classic data for instructions on taking a backup.

5. You only need to perform this step if you are migrating your AO Classic Practice Manager data to MYOB AO during this upgrade.

   1. Open MYOB AO Classic and check that AO Classic Debtors is running in Open Item mode:

   2. Select Tools > Options.

   3. Click Advanced.

   4. Click Other.

   5. Ensure that debtors type is set to Open Item.

6. If you had to change the debtors type:

   1. Close and reopen MYOB AO Classic.

   2. Open Debtors.

   3. Select File > Housekeeping > Auto Allocate All Transactions.

7. In MYOB AO Classic, run the following:

   • File > Housekeeping > Check Client ID

   • File > Housekeeping > Pre-Migration Check.
     See MYOB AO 2019.1—Pre-migration from MYOB AO Classic (New Zealand) for detailed instructions.

     

     Check Client ID may take a long time to check your database. Once you have started this check, do not cancel it, or your data may be corrupted.

     

     If you encounter any errors during this check, you need to fix them before you can migrate your data. See Pre-migration from MYOB AO Classic (New Zealand) for detailed information on running this check and correcting any errors you may find.

8. In MYOB AO Classic, prepare and save Tax Payment Calculation Reports for all of your clients for the following dates:

   • the next main terminal due date, being 7 April

   • the next provisional due dates for all balance months you have clients for.

   To run this report, select:

   1. AO Classic > Tax Management > Payments menu > Tax Payment Calculation Report.

   2. Select all clients.

   3. Enter the next main terminal due date (7 April) as the required Payment Due Date.

   4. Select the Include student loans option.

   5. Print the report to a file, for example, a PDF document. We suggest saving your report with a name in the following format:
      TPCR for 07-04-2019 run on 15-05-2019.pdf

   6. Repeat for each of the required provisional due dates.
      You will need these reports when checking the results of your Tax manager data conversion.

      

      It is important to complete this step before you install MYOB AO. You will not be able to access the functionality to run this report in MYOB AO Classic once you have installed MYOB AO.

You must run the installation on the computer that will store your MYOB AO database. If you have a network this is usually your server. See What is my system setup? for more information on your system setup.

1. Download the 5.4.34.73 lite installer file from my.MYOB.
2. Exit all programs and reboot the computer you are going to install MYOB AO on to ensure a clean environment.

3. Log on to the computer as the administrator.

4. If the installation applies to both Australia and New Zealand, you will see the Regional Selection screen. Select the region that applies to you so the correct software for your region is installed and click Next. The Welcome - Licence Agreement window opens.

   

   At the bottom of the installer screen there are links to the Release Notes.

5. Read the Licence Agreement carefully, select I have read and accept the licence agreement then click Next.

6. Click Install Now to start the installation.

   

   The installation may take more than an hour to complete. Ensure that you have allocated enough time for the installation.

7. If you are running the MYOB AO Lite Install, and you see this message:
   

   

   
   Locate and download MYOB AO Full Install instead. The full installer will install SQL Server 2014.

8. If you are running the MYOB AO Full Install, you may see this window:
   

   

   
   If you click Yes, Microsoft SQL Server 2014 Service Pack will be installed, if you click No the install will end.

9. If the SQL installation fails, you’ll need to manually install the SQL server service, see Installing SQL Server 2014 Service Pack 2 manually below:
   

   

   
   The AO data migration results window opens.
   

   

10. Review the Tax manager data migration results shown at the top of the screen.

    

    If your AO Classic data could not be converted, an error message is displayed in red. Please contact MYOB Support on 0800 94 96 98 for assistance.

    The results identify if there are any differences between the Tax Manager payment due amounts in AO Classic and the amounts migrated to MYOB AO. If you need to reconcile any differences:

    1. Click the link above the results table to open the AO Migration Tax Manager Summary report listing all clients with a difference in their payment due amounts.

    2. Print the report or keep a record of where the report is stored so you can reference it later.

       

       The AO Migration Tax Manager Summary is stored in your MYOB AO data folder. The default location for the report is C:\MYOBAO\Data\Migration\AO Migration Tax Manager Summary date time.htm.

    3. Once the installation has finished and before you commence working in MYOB AO, review the report and analyse the differences for each client. See Reconciling differences in Tax Manager payment due amounts below.

       

       The Tax Payment Calculation Reports you printed before you installed MYOB AO will be used to assist in reconciling any difference in the amounts.

    4. The link at the bottom of the screen opens the AO Migration Results Log which includes reasons for some amount discrepancies.

       

       The AO Migration Results Log is stored in your MYOB AO data folder. The default location for the report is C:\MYOBAO\Data\Migration\AO Migration Results Log date time.htm.

11. If you migrated your Practice Manager data from AO Classic, review the results of the data migration shown at the bottom of the screen.
    The WIP Summary and Debtors Summary show the:

    • total amount migrated

    • total amount that was in AO Classic

    • difference between the amounts.

    If there are differences in the amounts, you need to:

    1. Click the link at the top of the Practice Manager results table to open the AO Migration WIP & Debtor Summary report listing all clients with a difference in their WIP or Debtors amounts.

    2. Print the report or keep a record of where the report is stored so you can reference it later.

       

       The AO Migration WIP and Debtors Summary is stored in your MYOB AO data folder. The default location for the report is C:\MYOBAO\Data\Migration\AO Migration WIP & Debtors Summary date time.htm.

    3. Once the installation has finished and before you commence working in MYOB AO, review the report and analyse the differences for each client. See Reconciling differences in WIP and debtor amounts below for more information.

    4. The link at the bottom of the Practice Manager results opens the AO Migration Results Log which includes reasons for some amount discrepancies.

    

    Note:  The AO Migration Results Log is stored in your MYOB AO data folder. The default location for the report is C:\MYOBAO\Data\Migration\AO Migration Results Log date time.htm.

12. Click Close.

13. A dialog appears indicating that you may receive an Open File - Security Warning message when opening MYOB AO. Click OK.

14. When the MYOB AO installation is complete, click Finish.

    

    If you’re using a proxy server you don’t need to change the ClientFrameWork.exe.config file in the server Deploy folder see Proxy Server Information.

15. If you are prompted to restart your computer, make sure the Restart now box is ticked before clicking Finish.

    

    Restarting each computer after completing the installation will help to avoid any issues using your MYOB software. See AO Espresso: FAQs (merged into Appendix) and AO Espresso: FAQs (merged into Appendix) for more information.

16. If you disabled your anti-virus / malware programs before you installed MYOB AO, re-enable it before continuing.

17. If you have a network setup and you are running MYOB AO on more than one computer, perform a Workstation installation to update the local deploy folder.

Instructions on how to log into MYOB AO are launched in a browser window or see Logging into MYOB AO.

An upgrade can either be done by Auto update when you open MYOB AO or you can run a Manual update.

There are changes to workstation installations as part of this release, refer to workstation install changes for further information.

If you see this screen, automatic workstation updates have been disabled for your practice, so you should run a Manual update on your workstation.

Auto update

If you see this screen when you open MYOB AO, automatic workstation updates are enabled at your practice:

Click Yes to update your workstation automatically.

Click No and you will need to run a Manual update (see below).

You’ll be prompted for the following information once the main installation of MYOB AO is complete:

You can purchase a new product to add to your existing MYOB Practice Solution to make your business life even easier.

1. Ensure that you have taken note of the information in Preparing for installation.

2. Complete the upgrade of your existing MYOB AO product(s).

3. Run the installation again. You will be directed to a maintenance screen of the installation where a number of options are available.

4. Select the Add another MYOB product option.

5. Add and register your new MYOB product.
   Contact MYOB Client Services to obtain your new registration code. You will need to provide Client Services with the:

   • Serial Number shown in the Register MYOB Products screen, and

   • products that are displayed in the Register MYOB Products screen.

6. Click Finish.