Sage 50 to QuickBooks - Numerawise Solutions- Expert Bookkeeping & Payroll Services in USA

Sage 50 to OuickBooks

Sage 50 to QuickBooks
Conversion Service

Streamlined Transition to QuickBooks Online

Seamlessly transition your data from Sage 50 to QuickBooks Online with the assistance of Numerawise Solutions. Our Data Conversion Services provide you with a dedicated expert equipped with industry expertise, thorough training, ongoing support, and much more, ensuring a hassle-free migration process.

Simplify your switch from Sage 50 to QuickBooks Online with Numerawise Solutions. Our expert-led data conversion services ensure a smooth migration, complete with industry insights, comprehensive training, and ongoing support for a stress-free experience.

Converting Data from Sage 50 to QuickBooks Online

When transitioning from Sage 50 to QuickBooks Online, it’s important to determine whether to retain historical transaction records in the new file. Preserving these records provides convenient access to past data when necessary. However, users should consider that opting for this feature will increase both the complexity and cost of the migration process.

The overall pricing and workload will vary based on factors such as the number of accounts with cash transactions, the types and volume of transactions, payroll needs, inventory management, and additional elements.

Benefits of Migrating from Sage 50 to QuickBooks

System Requirements for Migration

Operating System

Any one window from any of the three windows i.e Window 8, Window 10, Window 11.

Operating System

Any one window from any of the three windows i.e Window 8, Window 10, Window 11.

Memory (RAM)

Minimum required Random Access Memory is 512 MB.

Memory (RAM)

Minimum required Random Access Memory is 512 MB.

Microsoft .NET Framework

Minimum Version 2.0 is the requirement of the system for the data conversion.

Microsoft .NET Framework

Minimum Version 2.0 is the requirement of the system for the data conversion.

Processor

Minimum requirement of the processor is 500 MHz Intel Pentium II.

Processor

Minimum requirement of the processor is 500 MHz Intel Pentium II.

Hard Drive

Minimum required available space in the hard drive is 2.5GB.

Hard Drive

Minimum required available space in the hard drive is 2.5GB.

QuickBooks Desktop

Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.

QuickBooks Desktop

Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.

Migration Checklist

Ensure QuickBooks Online features align with your business requirements (e.g., batch processing, inventory management).
Adhere to naming conventions and character limits in QuickBooks Online.
Generate reports and payroll data from Sage 50 in advance, as payroll may require manual adjustments.

Note: Data migration must be completed within 60 days of QuickBooks Online account setup.

Sage 50 to QuickBooks Online Conversion Specifications:

Our team meticulously converts your online data file from Sage 50 to QuickBooks, incorporating impressive specifications crafted by experienced engineers to streamline the process:

QuickBooks Setup: Our software automatically organizes and customizes your financial data, reducing the need for manual adjustments.
Chart of Accounts: A structured hierarchical list of all company accounts will be created, mirroring Sage 50’s format.
Items & Inventory: We maintain an organized inventory of all items, goods, materials, and merchandise, just as in Sage 50, ensuring consistency in your records.
Complete Lists: All customer, employee, vendor, and entity lists are fully converted to QuickBooks, ensuring no critical data is lost during the migration.
Transactions Data: Information related to transfers, imports, and exports is comprehensively converted from Sage 50 to QuickBooks, ensuring data accuracy and completeness.
Payroll Data: Employee, customer, and vendor payroll information is converted into journal entries, making it easy to integrate into QuickBooks.
Aging Reports and Trial Balance: Our software integrates Aging Reports and Trial Balance data directly into the QuickBooks source file, ensuring a smooth migration process.
Post-Conversion Checklist: We provide a detailed checklist for users to verify and match data before and after the conversion process, ensuring accuracy and completeness.

Step-By-Step Sage 50 to QuickBooks Migration

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: Mapping Imported Data to QuickBooks Fields

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 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.

Step 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.