So you know you have to upgrade, but when, exactly is the right time to engage this process? Well, obviously before the sunset date of May 31st, and after the day the new product (2008 in this case) was released - which was in fall of 2007. But within that window, there are some specific concerns.
We don't generally recommend starting the upgrade until after end of year payroll and tax forms are processed. Finish your w-2s, your w-3s, 1099, 1096, and so on first. You do not want to accidentally lose a full year's worth of good data right before you cross the "finish line!"
So, we've narrowed the window down to sometime between February and May - but beyond that, "When?" We recommend that you do it on a day with the least scheduled activity in your business. If you have a complex operation with multiple workstations and a a server and you generally need 5 people logged in at once - you want to minimize their downtime. Many such clients opt to upgrade on a Saturday when nobody will be on the clock waiting around to get back into their compter. Additionally, it is a good idea to do it after the "big" days in your payroll, A/P, and A/R cycle rather than right before.
Need software for your upgrade? You can get 15-20% off via our website.
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