Skip to content

Sharing forms with other company files

If you have customised your forms (such as invoices, statements and purchase orders) they're saved within your company file and are available to anyone with access to your file. But you can also use them with other company files by exporting them.

  • If you've just upgraded from AccountRight v19 to the new AccountRight, you need to migrate your forms to use them in the new AccountRight

  • If your forms are currently being used in the new AccountRight (e.g. v2021), and you want to use them with another AccountRight company file, follow the procedures below.