- 1445 Woodmont Ln NW #768, Atlanta, GA, 30318, USA
- care@numerawisesolutions.com
Sage 50 to QuickBooks
Flawless Sage 50 to QuickBooks Data Conversion – Accuracy You Can Trust
Effortless Data Conversion from Sage 50 to QuickBooks – Precision Delivered
Effortlessly migrate your data from Sage 50 to QuickBooks (Desktop or Online) with Numerawise Solutions’ expert Data Conversion Services. Benefit from a dedicated expert with in-depth industry knowledge, personalized training, regular follow-ups, and more.
Seamless Data Transfer – Sage 50 to QuickBooks Conversion Experts
Prior to embarking on your conversion from Sage 50 to QuickBooks, it’s crucial to back up your data on a local hard drive to safeguard it. Then, securely upload your Sage 50 (Peachtree) data to QuickBooks Desktop or Online. This ensures a seamless transition while protecting your valuable information. Ready to make the switch? Keep reading for a detailed step-by-step guide to assist you through the process!
Are you using Sage 50 but finding it no longer meets your accounting needs? It may be time to switch to QuickBooks, a powerful and efficient accounting tool. While both Sage 50 and QuickBooks are strong contenders in the market, they differ in capacity and performance.
If you’re using older versions like Peachtree, Sage 100, or Sage 300, you won’t be able to directly convert data from Sage 50 to QuickBooks. Instead, you’ll need to export your data to Excel before importing it into QuickBooks. Plus, QuickBooks typically offers more affordable pricing options.
Want to know how to migrate your Sage 50 data to QuickBooks? This article provides the necessary steps for the conversion, outlines convertible and non-convertible data, what to do post-conversion, and tips for a smooth process.
Users with older versions Sage such as Peachtree-Sage 50, Sage100, and Sage 300, cannot perform the Sage 50 to QuickBooks Data Conversion. Such users are required to store the data in an Excel sheet and then import it to QB. Moreover, the packages available at QB are less costly compared to Sage.
Do you want to know the steps to migrate Sage 50 data to QuickBooks? Look no further! Check out this article for steps required in Sage 50 to QuickBooks Data Conversion, names of convertible and nonconvertible data, what after the data is converted, and tips for smooth and hassle-free data conversion.
Requirements for Sage 50 to QuickBooks Data Conversion
To ensure a successful conversion from Sage 50 to QuickBooks, conduct preliminary checks to confirm that both systems are properly configured. Addressing these considerations in advance will help minimize complications during the migration process.
Additional Preparations
1.) Backup Your Data:
- To ensure a smooth conversion process, make a complete backup of your Sage 50 company file prior to initiating the conversion.
2.) Clean Up Sage 50 Data:
- Reconcile all bank accounts.
- Address any outstanding transactions.
- Fix any data integrity issues in Sage 50.
3. Check Permissions:
- Ensure you have administrator rights on your computer
- Verify you have full access to the Sage 50 company file
4. Internet Connection:
- A reliable broadband internet connection is crucial, particularly for the conversion to QuickBooks Online.
5. Conversion Tool:
- Download the most recent version of the QuickBooks Conversion Tool from the official Intuit website
System Requirements:
Operating System:
- Windows 10, 8.1, or 8 (64-bit versions only)
- MacOS is not supported for direct conversion
Processor:
- Minimum: 2.4 GHz
- Recommended: Intel i5 or equivalent multi-core processor
Hard Drive Space:
- Minimum of 2.5 GB of free disk space required for QuickBooks installation.
- Additional storage will be necessary for the company file, depending on the size of the data.
RAM:
- Minimum: 4 GB
- Recommended: 8 GB or more
Display Resolution:
- Minimum: 1280 x 1024 screen resolution
Software Requirements:
Sage 50 Version:
- Sage 50 2015 or newer (Please note: Earlier versions, such as Peachtree or Sage 50 prior to 2015, are not suitable for direct conversion.)
QuickBooks Version:
- For QuickBooks Desktop: Version 2018 or later (available in Pro, Premier, or Enterprise editions).
- For QuickBooks Online: Please use the latest version available.
Microsoft .NET Framework:
- Version 4.6 or later
Web Browser:
- For QuickBooks Online: Latest versions of Chrome, Firefox, Edge, or Safari
Numerawise Solutions: Data Migration Checklist from Sage 50 to QuickBooks
- All set to migrate your company’s file into QuickBooks from Sage 50? Well, scan through the Checklist provided by Numerawisesolutions before migrating from Sage to QuickBooks!
- Make a duplicate copy of your Sage 50 file. Since the backup file will be needed for uploading in a later step, save it in an easily accessible area.
- You must end your subscription and create a new account if you have previously used any part of an existing QuickBooks Online Company file. Data that already exists in a QuickBooks Online Company file cannot be moved into it.
- Compare all of your bank and/or credit card statements to the most recent one you have access to.
- The balances in your bank account should be noted after the reconciliation process, as they will be needed to prepare the post-conversion reconciliation in your QuickBooks Online company file.
- For the remaining quarter, submit your quarterly sales tax return. It is recommended that you switch to cash-based accounting as soon as a tax period has closed and been reconciled. If not, there may be a substantial amount of post-conversion work in QuickBooks Online (taking into account partially paid bills).
Migrate from Sage 50 to QuickBooks Desktop
Follow the step-by-step guide below for a simple conversion of data from Sage 50 to QuickBooks Desktop.
Step 1: Setup QuickBooks System Requirement
Before starting the data conversion process from Sage 50 to QuickBooks, ensure that QuickBooks is set up according to the system requirements.
|
|
|
|---|---|
|
Operating System:-
|
Windows 10, Windows 8.1, Windows 8
|
|
Processor:-
|
500 MHz Intel Pentium II (minimum)
|
|
Memory (RAM):-
|
512 MB (minimum)
|
|
Hard Drive:-
|
2.5 GB of free space (recommended)
|
|
Microsoft .NET Framework:-
|
Version 2.0 (minimum)
|
|
QuickBooks Desktop:-
|
Pro, Premier, or Enterprise 2018 or higher
|
|
Sage 50, Sage 50 Quantum:-
|
Version 2015 and above
|
Note: If you’re utilizing Peachtree, Sage 50 (2014 or earlier), Sage 100, Sage 300, or any industry-specific Sage software, this tool won’t be applicable. Nevertheless, you can transfer your data using Excel.
Step 2: Secure Your Company Data
Ensure your company file is ready for conversion to prevent any loss of financial information.
- First, save your company file data to a local hard drive.
- Install QuickBooks Desktop on the same computer where Sage 50 is currently installed.
- Before starting the conversion process, ensure you back up your Sage 50 data.
- To prevent potential errors during the conversion process, avoid using a server or networked files. It’s best to perform the conversion directly on the server computer.
Step 3: Set up the conversion criteria for Sage 50
Adjust the settings in Sage 50 following the instructions outlined below.
- Launch the company file that you want to convert from Sage 50 to QuickBooks.
- Navigate to Maintain > Users > Setup Security, then select the Data Access/Crystal Reports tab.
- Log in with your credentials. Remember, the ID field cannot be edited.
- You will need to create a new password for the file transfer. Ensure the password does not exceed 8 characters, as a longer password may affect the tool’s performance.
- After setting the new password, click OK to confirm.
Step 4: Install the QuickBooks Conversion Tool
To ensure a seamless data conversion from Sage 50 to QuickBooks, it’s essential to download the QuickBooks Conversion Tool. Follow these steps to install it successfully.
- Go to the official website to obtain a genuine QuickBooks Conversion Tool.
- Launch the conversion tool and upload the specified file for migration.
- In the compatibility settings, check the box to execute the QB conversion program.
- Choose Windows 8 from the drop-down list, then click OK.
- Right-click on QuickBooksConverstionToolSetup.exe and select “Run as Administrator.
Note: Always choose Windows 8 when using the QuickBooks Conversion Tool, regardless of whether you’re operating it in Windows 8.1 or Windows 10.
Step 5: Transform your Sage 50 company file into QuickBooks
Locate the “Browse” option in the QB conversion tool. After clicking on it, you will be taken to your computer’s file directory. Select and upload the specified Sage 50 file that needs to be converted.
- After uploading the company file in the Pervasive 32-bit ODBC engine DSN Setup window, click the OK button.
- Enter the new password that you created during the setup process, and then select Next.
- You’ll need to choose your current version and edition of QuickBooks. Fill in the details according to your existing QuickBooks setup. (Note: For a smoother experience, it’s recommended to perform the Sage 50 to QuickBooks data conversion using the latest version.)
- Click Browse again to select the folder where you want to save your converted data. This step is optional; if you skip it, the converted file will automatically be saved in the My Documents folder. To minimize confusion, choose a folder with no more than two files.
- Review all the information you’ve entered, then click on Convert File.
- A QuickBooks – Application Certificate window will pop up requesting access. Click Yes, then Continue. You will see this prompt twice.
- After a brief moment, the conversion process will be completed. The QuickBooks conversion tool will notify you once the task is successful.
- Open the converted file. It may take a little time for the file to load.
6. Finalize Account Reconciliation
Always open the file converted from Sage 50 to QuickBooks in the QuickBooks Desktop version. Examine the saved file and its data to confirm that all information is accurately recorded. Also, review the transfer log.
- Open the Start Menu.
- Use the search bar to find File Explorer.
- Go to the directory: C:\USERS[Your Windows User Name]\My Documents\Intuit\QuickBooks.
Note: Please check the failed transaction log in the folder for any data that has not been converted.
How to Migrate from Sage 50 to QuickBooks Online?
Transitioning from Sage 50 to QuickBooks Online (QBO) involves several additional steps, as there is no straightforward conversion option. Nevertheless, with thorough preparation and careful execution, you can effectively transfer your data. Below is a comprehensive guide to assist you throughout the migration process:
Step 1: Organize Your Sage 50 Data
Update Sage 50:
- Make sure you’re using the most up-to-date version of Sage 50
Clean-Up Your Data:
- Balance all accounts and verify accuracy.
Resolve any pending transactions.
Perform data consistency and accuracy audits.
Back Up Your Data:
- Perform a complete backup of your Sage 50 company file.
Step 2: Organize Your Sage 50 Data
Since direct conversion to QBO isn’t available, QuickBooks Desktop must be used as a bridge for the process.
1. Set up QuickBooks Desktop:
- Install the latest edition of QuickBooks Desktop (Pro, Premier, or Enterprise).
2. Run the Conversion Tool:
- Download and launch the QuickBooks Conversion Tool.
- Choose your Sage 50 company file.
- Follow the steps provided to convert your data into QuickBooks Desktop format.
3. Review the Converted Data:
- Open the converted file in QuickBooks Desktop.
- Confirm that all data has transferred accurately.
- Make any required adjustments.
Step 3: Migrating from QuickBooks Desktop to QuickBooks Online With your data
Now in QuickBooks Desktop, you’re ready to transfer it to QuickBooks Online (QBO).
1.) Prepare Your QuickBooks Desktop:
- Ensure your version of QuickBooks Desktop is supported. Compress your company file by navigating to File > Utilities > Compress Data.
2.) Set Up QuickBooks Online:
- Sign up for a QuickBooks Online (QBO) account if you haven’t done so already.
3.) Begin the Conversion:
- In QuickBooks Desktop, go to Company > Export Company File to QuickBooks Online.
- When prompted, log in to your QBO account.
4.) Select Data for Transfer:
- Choose the specific data you’d like to migrate, such as your chart of accounts, customers, and vendors.
5.) Review & Confirm:
- QuickBooks will present a summary of the selected data.
- Confirm the details to proceed with the conversion.
6.) Allow the Process to Complete:
- The migration may take several hours, depending on the data size.
- You’ll receive an email notification once the transfer is finalized.
Step 4: Validate and Update Data in QuickBooks Online
1.) Review Transferred Data::
- Log in to QuickBooks Online (QBO) to ensure all your data has been accurately migrated.
- Focus on verifying account balances, customer and vendor details, and recent transactions.
2.) Make Required Adjustments:
- Be aware that some data might not convert flawlessly; be ready to perform manual corrections.
- This could involve recreating specific reports or re-entering certain transactions.
3.) Configure QBO-Specific Features:
- Establish online banking connections.
- Set up integrations with other business applications as needed.
4.) Educate Your Team:
- Help yourself and your team get acquainted with the QBO interface and its workflows.
- Take advantage of QuickBooks’ online training resources for additional guidance.
When transitioning from Sage 50 to QuickBooks Online, keep in mind that the two systems do not align perfectly. They operate differently, so after migrating your data, it’s crucial to review everything thoroughly. In some instances, you may need to manually enter additional information.
Advantages of Converting Data from Sage 50 to QuickBooks
Transferring from Sage 50 to QuickBooks: What is Included and What is Excluded?
During the Sage 50 to QuickBooks conversion, not all components can be transferred due to system differences. Key elements like the chart of accounts, customer and vendor lists, inventory items, and transactions are convertible, while job costing data, user-defined fields, custom templates, and audit trails cannot be transferred. Payroll and budgeting data may also convert only partially due to system limitations.
| Convertible Data | Non-convertible Data |
| Credit Memo | Employee Payroll Setup Data |
| Vendor Credits | Bank Reconciliation |
| Vendors List | Employee YTD information |
| Chart of Accounts | Employee salary deduction information |
| Sales Receipts | Transactions after the current date |
| Sales Tax Payments | Custom templates |
| Payroll Liability Checks | Closed/Partially closed orders (Sales/Purchased, Estimates) |
| Liability Adjustments | Job Costings |
| Employees List | Customer Sales Tax |
| Inventory Quantities and Values | Budgets |
| Journal Entries | Subsets of Data |
| Paychecks (as Journal Entries) | Work Tickets |
| Other Names | Attachments |
| Vendor Payments | Fixed Asset Items |
| Inventory Adjustments | Serial Numbers |
| Transfers | – |
| Item Receipts | – |
| Customers List | – |
| Customer Payments | – |
| Jobs List | – |
| Assembly Builds | – |
| Items List | – |
| Purchase Orders | – |
| Invoices | – |
| Sales Orders | – |
| Checks | – |
| Bills | – |
| Estimates | – |
What file format should be used when transferring data from Sage 50 to QuickBooks?
This section outlines the types of data that can be transferred, including customer and vendor details, invoices, payments, sales and purchase orders, and inventory. You can use tools like Google Sheets, CSV, or XLSX files to facilitate the data migration from Sage 50 to either QuickBooks Desktop or Online.
Here are some insights into the various formats:
- XLS/XLSX File: The XLS format was the standard for Microsoft Excel from 1997 to 2003. With the release of Excel 2007, the XLSX format took over as the default, offering several advantages such as better performance, reduced file sizes, and improved data recovery capabilities.
- CSV File: CSV (Comma-Separated Values) files are a popular choice for storing tabular data in a plain text format. Fields within these files are separated by delimiters, commonly commas, semicolons, or other special characters, facilitating easy data import and export across various platforms and applications.
- Google Documents: Google Sheets is a cloud-based spreadsheet application available through Google Drive, allowing users to collaborate in real-time on shared documents.
Sage 50 Accounting Versions Transitioned to QuickBooks Online & Desktop
| Sage 50 Accounting Versions Converted to: | QuickBooks Versions: |
| Sage 50 Accounting 2023 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2022 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2021 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2020 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2019 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2018 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2017 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2016 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2015 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2014 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accounting 2013 | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Quantum Accounting | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Accountant Edition | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Complete Accounting | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Pro Accounting | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
| Sage 50 Premium Accounting | QuickBooks Accountant/Premier/Pro/Enterprise/Mac/Online |
Why Numerawise Solutions is Your Premier Partner for Converting Sage 50 to QuickBooks
Transitioning to new ERP or accounting software can feel overwhelming, especially when dealing with years of accumulated data. While QuickBooks may not directly match your existing system, there’s no need to be concerned if the conversion tools are confusing. With professional assistance, you can migrate your data securely, making the process smoother and alleviating stress.
At Numerawise Solutions, our specialized Sage 50 to QuickBooks data conversion consultants will evaluate your specific requirements, pinpoint essential QuickBooks features, and develop a step-by-step conversion strategy. Our dedicated programmers will take care of exporting, cleaning, and importing your historical data. Post-conversion, we will provide thorough training for your team and ongoing support to establish efficient processes, helping you fully leverage the advantages of your new system.
Knowledge & Proficiency
With more than ten years in the field and over 4,500 successful conversions, our specialists guarantee a smooth and efficient transition.
Data Protection
Safeguarding your data is our highest priority. We utilize advanced encryption techniques and adhere to strict compliance protocols during the entire conversion process.
Personalized Solutions
Recognizing that each business has distinct requirements, we provide customized conversion strategies designed to align with your unique needs and operational workflows.
Effortless Integration
Experience a hassle-free transition with minimal interruptions. We guarantee that your new QuickBooks system will seamlessly blend with your current operations.
Ongoing Support After Conversion
Our dedication continues beyond the conversion process. We offer extensive support to guarantee your complete satisfaction and confidence with QuickBooks.
Contact us:
- care@numerawisesolutions.com
- +1 (877) 290-4522
- 1445 Woodmont Ln NW #768, Atlanta, GA, 30318, USA
Follow Us
©2024 | Copyright @Numerawisesolution