- 1445 Woodmont Ln NW #768, Atlanta, GA, 30318, USA
- care@numerawisesolutions.com
Sage 100 to QuickBooks
Steps for Migrating Data from Sage 100 to QuickBooks
Effortless Sage 100 to QuickBooks Conversion—Designed for Success
Smoothly transfer data from Sage 100 to QuickBooks (Desktop or Online) with Numerawise Solutions’ expert Data Conversion Services. Our team of specialists brings extensive industry expertise, offering in-depth training, consistent follow-ups, and continuous support throughout your migration. Whether you’re switching to QuickBooks Desktop or Online, our custom solutions prioritize accuracy and efficiency, reducing downtime while maximizing results. Trust Numerawise Solutions to manage your data conversion needs with precision, ensuring a seamless transition for your business.
Why Transition from Sage 100 to QuickBooks Enterprise?
Changing your accounting system can be one of the most challenging projects for any business. With over 25 years of experience in QuickBooks and 15 years working with Sage software, Numerawise Solutions provides reliable engineers and programmers who ensure your data is accurately imported into QuickBooks from the beginning. Our extensive expertise enables us to carefully consider essential components such as Customer and Vendor Lists, Inventory and Cost management, Average Costs, the Chart of Accounts, Accounts Receivable, and more. While migrating from one software to another is always a complex task, Numerawise Solutions ensures a seamless and precise transition you can rely on.
Advantages of Migrating Data from QuickBooks to Sage 100
Sage 100 allows users to create accounts with up to 32 characters and 10 segments, as well as offering user-defined fields at the transactional level. This provides enhanced capabilities for departmentalized balance sheets and reporting. However, QuickBooks Enterprise does not support the same segmented layout for a Chart of Accounts. Instead, it offers five levels of user-defined classes, accessible at the transaction level, which allow businesses to segment their operations by revenue and expenses. This difference is important to consider when migrating from Sage 100 to QuickBooks Enterprise, as it may require adjustments to your reporting structure to maintain detailed financial insights.
At Numerawise Solutions, we understand these nuances and ensure that your migration process accounts for these structural differences, setting your business up for success in its new system.
What is Converted From Sage 100 to QuickBooks?
| Lists We Convert: | Transactions We Convert: |
| Chart of Accounts | Invoices |
| Customer List | Customer Payments |
| Vendor List | Credit Memo |
| Jobs List | Sales Receipts |
| Employee List | Bills |
| Service Items | Vendor Credits |
| Inventory Items | Vendor Payments |
| Non-Inventory Items | Checks |
| Assembly Builds Items | Journal Entries |
| – | Item Receipts |
| – | Inventory Adjustments |
| – | Liability Adjustments |
| – | Paychecks (as Journal Entries) |
| – | Payroll Liability Checks |
| – | Sales Tax Payments |
| – | Transfers |
| – | Estimates |
| – | Sales Orders |
| – | Purchase Orders |
Numerawise Solutions Migration Checklist: Preparing for QuickBooks Online Transition
- Optimize Your Migration with QuickBooks Online: Customize solutions to fit your business requirements seamlessly.
- Feature Comparison: While QuickBooks includes advanced functionalities like complex sales orders, batch processing, and advanced inventory tracking, QuickBooks Online has limitations in these areas.
- Naming Conventions: QuickBooks Online imposes strict limits on character usage for names and fields. Ensure your files comply with these naming guidelines to facilitate a smooth migration.
- Version Check: Confirm that you are using QuickBooks Desktop 2016 or newer before converting your company file. If your version is outdated, upgrade to the latest version to prepare for the transition.
- Finding Your Version: To identify your current QuickBooks Desktop version, open the program and press F2 or Ctrl + 1. Access the Help menu to select “Update Now” for the latest updates.
- Preserve Key Data: Save and backup your reports and payroll information ahead of the migration, as payroll details may not automatically transfer.
- Database Conversion Timeline: You have 60 days from account creation to use Database Conversion Services for transferring files to QuickBooks Online. If you exceed this timeframe, you must close your current account and create a new one to continue.
- Inventory Cleanup: Prioritize resolving any inventory issues in QuickBooks Desktop before the migration. This step is crucial for minimizing data loss and ensuring a smooth transition process.
System Requirements for a Successful Sage 100 to QuickBooks Data Migration
The minimum requirements of the system for the migration of data from Sage 100 to QuickBooks are explained followed:
QuickBooks Desktop
Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.
Seamless Transition from Sage 100 to QuickBooks for Online and Desktop Versions
| Software Version Can be Converted to: | QuickBooks Versions: |
| Sage 100 Accounting 2017 Quantum/Premium/Pro >> | Complete to QuickBooks Online/Desktop |
| Sage 100 Accounting 2016 Quantum/Premium/Pro >> | Complete to QuickBooks Online/Desktop |
| Sage 100 Accounting 2015 Quantum/Premium/Pro >> | Complete to QuickBooks |
| Sage 100 Accounting 2014 Quantum/Premium/Pro >> | Complete to QuickBooks Online/Desktop |
| Sage 100 Accounting 2013 Quantum/Premium/Pro >> | Complete to QuickBooks |
| Sage 100 Quantum Accounting (All Versions) >> | to QuickBooks |
| Sage 100 Complete Accounting (All Versions) >> | to QuickBooks |
| Sage 100 Pro Accounting (All Versions) >> | to QuickBooks |
| Sage 100 Premium Accounting (All Versions) >> | to QuickBooks |
Seamless conversion from Sage 100 to QuickBooks for both Online and Desktop platforms—fast and dependable.
Discover which data can be transferred from Sage 100 to QuickBooks, such as customer and vendor details, invoices, payments, orders, and inventory. Utilize tools like Google Sheets or files in CSV, XLS, or XLSX formats to efficiently migrate your data to QuickBooks Desktop and Online.
Details on the various file formats:
- XLS/XLSX File: XLS files were commonly used in Excel versions from 1997 to 2003, while XLSX has been the standard format since Excel 2007.
- CSV File: CSV files organize data in tabular form, using commas, semicolons, or other characters to delineate fields.
- Google Documents: Google Sheets is a web-based spreadsheet application accessible via Google Drive.
Sage 100 to QuickBooks Data Migration
Migrating from Sage 100 to QuickBooks is a seamless process with our services. Whether you’re transitioning from Sage, MS Accounting Office, or QuickBooks Premier/Pro/Enterprise, we guarantee a hassle-free migration. If your software isn’t compatible, our data conversion experts are ready to assist!
Exporting Data from Sage 100 to Microsoft Excel or CSV
To help customers who have asked for guidance on exporting data from Sage 100 into Microsoft Excel, here’s a straightforward step-by-step process:
- Launch Microsoft Excel: Open the application on your computer.
- Access to Data Tab: Click on the “Data” tab, then select “Get Data” from the ribbon.
- Select Microsoft Query: Under “From Other Sources,” choose “From Microsoft Query.”
- Choose Data Source: In the MS Query window, find and select “SOTAMAS90*,” then click “OK.”
- Log into Sage 100: Enter your credentials to access Sage 100.
- Select the Desired Table: Pick the table you want (e.g., “AR_Customer”) and move the necessary fields to the query box on the right.
- Proceed with Export: Click “Next” twice, adjusting any sorting preferences as needed.
- Complete the Export: Click “Next,” then “Finish” to create the Excel report, which will appear on your screen.
Exporting Customer and Vendor Lists from Sage 100
- Navigate to the Customers or Vendors Tab: Open the main menu in Sage 100 and select either the Customers or Vendors tab.
- Select the Customer or Vendor: Double-click on the entry you wish to export.
- Open the Customer or Vendor Maintenance Window.
Access the Address List
- Open the View Menu: At the top of the Customer or Vendor Maintenance window, click on the “View” menu.
- Select Address List: From the drop-down, choose the “Address List” option.
- Open the Address List Window
To start exporting data, select the Spreadsheet icon
- Find the Spreadsheet icon in the toolbar of the Address List window.
- Click the Spreadsheet icon.
- The Export Data dialog box will appear.
Wait for Sage 100 to finish exporting the data to an Excel file.
- In the Export Data dialog box, specify where you want to save the exported file.
- Click the OK button to begin the export process.
- Sage 100 will transfer the address list data to an Excel file.
- After the export is completed, a confirmation message will indicate that the data has been successfully exported.
Extract account data from Sage 100
Access Sage 100 and Log In to Your Business File
- Launch the Sage 100 application on your computer.
- Input your username and password on the login screen.
- Click the “Login” button to proceed.
Navigate to the Reports Section
- After logging in, locate and click on the “Reports” menu in the top navigation bar.
Choose General Ledger Reports
- From the Reports menu, select the “General Ledger Reports” option to view available reports.
Select a Chart of Accounts:
- In the General Ledger Reports section, choose the “Chart of Accounts” report.
- Click the “Select” button to access the Chart of Accounts window.
- From the Chart of Accounts window, pick the desired chart of accounts for export.
- Confirm your selection by clicking the “OK” button to exit the Chart of Accounts window.
Navigate to the bottom of the page and select the Export option.
- In the General Ledger Reports window, scroll down and click the “Export” button located at the bottom.
Choose the Preferred Format for Exporting Chart of Accounts Data.
- In the export dialog, pick your preferred format for the chart of accounts data.
- Options for exporting include various formats such as Excel, CSV, and PDF.
Finalize Your Choice by Clicking OK.
- After selecting your desired format, click the “OK” button to proceed with the export of the chart of accounts data.
Exporting Products and Services Lists from Sage 100
Exporting a report for a product or service in Sage 100 is straightforward and can be accomplished in a few simple steps.
Access the Export Functionality:
- Open the relevant product or service module within Sage 100.
- Navigate to the “File” menu and select “Export.”
Choose Your Preferred Export Format:
- A dialog box will pop up, allowing you to select the desired data export format.
- Choose from the available formats, such as CSV, Excel, or XML.
Designate the Save Location:
- Specify where you want the exported file to be saved.
- Use the “Browse” button to find and select the folder on your computer.
Use the “Browse” button to find and select the folder on your computer.
- After choosing the save location, click the “OK” button to begin exporting.
Track the Export Status:
- Sage 100 will show a progress bar to indicate the export status.
- Wait for the process to complete before moving on to the next step.
Find the Exported File:
- Once the export is finished, go to the location specified in Step 3 to locate your exported file.
- The file will be available in your chosen format (CSV, Excel, or XML).
Leverage the Exported Data:
- Open the exported file using the appropriate application or software.
- The data can now be utilized for analysis, reporting, or integration with other systems.
Transfer Data from Sage 100 to QuickBooks
To streamline the process of migrating data from Sage 100 to QuickBooks, consider using a spreadsheet. This approach allows for easy transfer of information regarding products, services, sales tax, and non-inventory items. Before starting, ensure that the spreadsheet is formatted correctly to align with QuickBooks requirements. Here’s a straightforward step-by-step guide to help you through the transfer process:
Upload the customer or vendor directory:
Log into QuickBooks:
- Visit the QuickBooks website and click on the “Sign In” button.
- Enter your QuickBooks username and password.
- Click the “Sign In” button to access your account.
Access Settings:
- After logging in, navigate to the “Settings” tab.
- Choose the “Import Data” option from the dropdown menu.
Choose Data Type:
- On the Import Data page, select either “Customers” or “Suppliers” based on the type of data you wish to import.
Upload Your File:
- Click the “Browse” button to open your file explorer.
- Locate and select the file you intend to import, then click “Open.”
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Proceed to the Next Step:
- After selecting your file, click the “Next” button.
Map Your Fields:
- On the Import Data page, you’ll see a table with “Your Field” and “QuickBooks Online Field” columns.
- Click the small arrow ▼ icon next to each field in the “Your Field” column.
- A list of available QuickBooks Online fields will be displayed
- Select the corresponding field for your data.
Handle Non-Matching Fields:
- If any fields in your spreadsheet do not match a QuickBooks Online column, select the “No Match” option for those fields.
Review Your Contacts:
- After mapping all fields, click the “Confirm Contacts” button.
- QuickBooks Online will show a list of contacts you are importing.
- Uncheck any contacts you do not wish to save.
Import Your Contacts:
- If the contact list meets your approval, click the “Import” button.
- QuickBooks Online will then import the selected contacts into your account.
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Importing Products and Services from Sage 100 to QuickBooks
Log in to QuickBooks Online
- Open your preferred web browser and navigate to the QuickBooks Online login page.
- Enter your username and password.
- Click the Sign In button.
Access Import Settings
- lick the gear icon Settings (located in the upper right corner of the screen)
- Choose “Import data” from the dropdown menu.
Choose Products and Services
- On the Import data page, select “Products and Services” from the available options.
Upload Your File
- Click the “Browse” button to locate the Excel or CSV file you wish to import.
- Select the file and hit the Open button.
Proceed to Next Step
- Click the Next button to advance.
Map Your Data Fields
- Align the fields from your spreadsheet with those in QuickBooks Online
- For each field, choose the corresponding option from the dropdown menu.
Continue to Review
- Click Next to move forward.
Review Import Summary
- Carefully examine the summary of the data to be imported.
- Ensure all details are accurate and complete.
Select Overwrite Option
- Choose the option to overwrite existing values for any products or services that share the same name as those in your import file.
Finalize the Import
- Click the Import button to initiate the import process.
Importing Chart of Accounts from Sage 100 to QuickBooks Desktop
Access the Lists Menu:
- Navigate to the top menu bar and click on the “Lists” tab.
- From the drop-down options, select “Chart of Accounts.”
Select the Account Menu:
- Locate the “Account” drop-down button in the upper-right corner of the Chart of Accounts window and click it.
Initiate the Import Process:
- Choose “Import from Excel” from the drop-down options.
Browse for the File:
- In the Import from Excel window, click the “Browse” button to select your file.
Select the Excel File:
- Go to the folder where your desired Excel file is located.
- Highlight the file and click “Open.”
Choose the Excel Sheet:
- Pick the specific sheet that contains the data you wish to import.
- Click “Next” to proceed.
Map Your Accounts:
- Align the column headings in QuickBooks with those in your Excel sheet.
- To create a new mapping, click the “New” button.
- Provide a name for the mapping, select “Account” as the Import type, and match the relevant information from QuickBooks to your Excel columns.
- Click “Save” to confirm your mapping.
Initiate the Import:
- Press the “Import” button to begin the import process.
- If this is your first import, select “Yes” to confirm.
Steps to Import Lists from Sage 100 to QuickBooks Desktop
- Open QuickBooks: Start by launching your QuickBooks Desktop application and navigate to the “File” menu located at the top of the main window.
- Access Utilities: Click on “File” and then select “Utilities” from the dropdown menu to access various utility options.
- Initiate Import: In the “Utilities” submenu, choose the “Import” option to open the Import window, where you can import data from external sources.
- Select Excel Files: In the Import window, opt for “Excel Files” among the available options, which will take you to the Import Excel Files window.
- Handle Pop-Up Window: If prompted with a window titled “Add/Edit Multiple List Entries,” click “No” to continue with the import process.
- Upload Your Excel File: Follow the instructions in the Import Excel Files window to select your Excel file from your computer and click the “Open” button.
- Refer to Example Spreadsheet: QuickBooks will provide a sample Excel spreadsheet. Use this example to verify that your data is properly formatted, ensuring that the columns correspond to the specific fields required by QuickBooks.
- Match Data Columns: After confirming the correct formatting, save the updated Excel file to your computer.
- Import Data: Return to the Import Excel Files window and click on the “Add My Data Now” button to begin the import process of your Excel file into QuickBooks.
- Review Import Summary: Once the import is finished, QuickBooks will present a summary of the results. Carefully review this summary to check for any discrepancies. If you find any mismatched data, you can edit it by selecting the relevant column headings.
- Finalize the Process: When you’re satisfied with the imported data, click the “Close” button to exit the Import Excel Files window.
Importing CSV Files from Sage 100 to QuickBooks Desktop
Download the QuickBooks Import Excel CSV Toolkit:
- Go to the official Intuit website and find the download page for the QuickBooks Import Excel CSV Toolkit.
- Identify the most recent version of the toolkit and click on the “Download” button.
- Save the executable file in a location on your computer that is easy to access.
Extract Files from the Executable:
- Locate the downloaded executable file and double-click it to open the installation wizard.
- Follow the prompts to choose where to extract the necessary files for the toolkit.
Install the Toolkit:
- After specifying the extraction location, click the “Install” button to start the installation process.
- Continue following the on-screen instructions until the installation is complete.
Launch the QuickBooks Import Excel CSV Tool:
- Once the installation finishes, a desktop shortcut for the QuickBooks Import Excel CSV Tool will be created.
- Double-click the shortcut to open the tool.
Select the CSV File for Import:
- In the QuickBooks Import Excel CSV Tool, click the “Browse” button to find the CSV file you wish to import.
- Navigate to the file’s saved location and select it.
Initiate the Import Process:
- After selecting the desired CSV file, click the “Import file” button to start the import process.
- The tool will read the data from the CSV file and align it with the relevant fields in QuickBooks.
Numerawise Solutions: Your Trusted Partner for Smooth Migration from Sage 100 to QuickBooks
Transitioning your ERP system or accounting software can seem daunting, especially with the vast amounts of data you may have collected over the years. Whether you’re dealing with gigabytes of records or intricate data structures, ensuring compatibility between QuickBooks and your current software can be challenging.
At Numerawise Solutions, we aim to alleviate the stress associated with QuickBooks conversion tools. Our team of experts is committed to facilitating a secure and efficient data migration process. We take the time to understand your specific requirements, offering personalized guidance every step of the way. By partnering with us, you can save time and avoid complications, allowing you to concentrate on what truly matters—growing your business.
When you choose Numerawise Solutions, you will be assigned a dedicated conversion consultant who will assess your needs and identify the QuickBooks features vital for your operations. Together, we will create a customized phased conversion plan that aligns with your goals.
Our skilled team of programmers will meticulously handle the export, cleansing, and import of your historical data, ensuring accuracy and reliability. Once the migration is complete, we provide thorough training for your staff on the new system, equipping them with the skills and confidence to use it effectively. We also help establish streamlined procedures that maximize the capabilities of your new system, empowering you to harness its full potential for your business growth.
Numerawise Solutions: Your Trusted Partner for Smooth Migration from Sage 100 to QuickBooks
Transitioning your ERP system or accounting software can seem daunting, especially with the vast amounts of data you may have collected over the years. Whether you’re dealing with gigabytes of records or intricate data structures, ensuring compatibility between QuickBooks and your current software can be challenging.
At Numerawise Solutions, we aim to alleviate the stress associated with QuickBooks conversion tools. Our team of experts is committed to facilitating a secure and efficient data migration process. We take the time to understand your specific requirements, offering personalized guidance every step of the way. By partnering with us, you can save time and avoid complications, allowing you to concentrate on what truly matters—growing your business.
When you choose Numerawise Solutions, you will be assigned a dedicated conversion consultant who will assess your needs and identify the QuickBooks features vital for your operations. Together, we will create a customized phased conversion plan that aligns with your goals.
Our skilled team of programmers will meticulously handle the export, cleansing, and import of your historical data, ensuring accuracy and reliability. Once the migration is complete, we provide thorough training for your staff on the new system, equipping them with the skills and confidence to use it effectively. We also help establish streamlined procedures that maximize the capabilities of your new system, empowering you to harness its full potential for your business growth.
Data Security
We prioritize the security of your data, utilizing advanced encryption techniques and strict compliance protocols throughout the conversion process.
Tailored Solutions
Recognizing that each business is distinct, we provide customized conversion strategies designed to align with your specific needs and workflows.
Effortless Integration
Experience a hassle-free transition with minimal interruption. We ensure your new QuickBooks system integrates seamlessly with your current operations.
Ongoing Support Post-Conversion
Our dedication extends beyond the conversion itself. We offer extensive support to ensure your complete satisfaction and confidence in using QuickBooks.
Certified QuickBooks Migration Professionals
Our team is comprised of certified QuickBooks professionals, guaranteeing that your migration is handled by qualified experts.
Contact us:
- care@numerawisesolutions.com
- +1 (877) 290-4522
- 1445 Woodmont Ln NW #768, Atlanta, GA, 30318, USA
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