Upgrading Sage Timberline Accounting from 9.1 to 9.6

Posted on 2009-05-01
Last Modified: 2012-05-06
Our company just purchased another and the child company is using Sage Timberline Accounting.  Unfortunately they have not been very diligent about keeping up with the latest upgrades to their software even though they pay their maintenance.  They have now run into a snag with the current changes to the Arizona State Tax system and the version they are using will not update to the new Tax system.  
My question here is, can I just upgrade straight from 9.1 to 9.6, or do I have to go through another version first?  Any help, or documents that anyone can point me to would be very much appreciated.  This is the first time I will be working in Sage Timberline Accounting.  
Question by:thebside
    LVL 6

    Accepted Solution

    sage works alot like quickbooks. everyone uses the same db. So since your new I'd backup the DB and restore it on another server with the new version. sage is pretty good with tech support too you can call them and they'll have that companies account number and info on file.  also you'll have problems with users profile settings since they can customize them. you'll have to fidn them by logging in as an admin then i think its tools/secuirty/user profiles. I can't really remember sorry. but you must find them and back them up or you'll have alot of pissed off accountants and Pm's. once you have your new system in place you'll have to go around and repoint each users profile. its sucks i know but its better than dumping a finacial db for a few days if your lucky.

    Author Comment

    I was just rtfm and it states that I have to go through 9.4 before I can go to 9.6.  What your saying seems to be a bit different.  So you think I should install my 9.6 on the server, after backing up the DB and User profiles, and I should be ok?
    I am just wondering if there was a change to the DB Structure that would make it necessary to go through 9.4 prior to going to 9.6.
    LVL 6

    Expert Comment

    I would check with the vendor. from my experiance sage is very touchy I wouldn't do any upgrades on a production box you just inherited. If the vendor tells you to go through 9.4 before 9.6 then do it. if you have issues you can say you followed the instructions.

    Author Closing Comment

    Ok, so I installed and followed the instructions based on the manual and it seems to have worked.  Thanks for you help!  I guess it really does help to read through the Release Notes every once in a while.

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