Follow These Steps To Migrate Sage 50 to QuickBooks

Do you want to migrate Sage 50 to QuickBooks? Welcome to the blog. This blog will discuss how one can convert from Sage 50 to QuickBooks. A businessperson looking for improved financial management capabilities may find switching from Sage 50 US to QuickBooks beneficial. QuickBooks is a well-liked option for accounting requirements because of its many capabilities, scalability, and intuitive user interface. Transferring your financial data, though, can feel overwhelming. This thorough guide will guarantee a seamless move by helping you comprehend the procedure.

If you encounter any issues while troubleshooting, you can contact QuickBooks Service Support immediately at 1.833.802.0002 to have your inquiries answered.

Know What Will Convert And What Will Not While Conversion

Here are lists of options that can be changed and those that cannot by changing to QB. Give it a read:

Recommended to read : What is Undeposited funds in QuickBooks

Convertible:

• Account, Employee, Item, Customer, and Vendor lists
• Paychecks (converted as journal entries)
• Customer and vendor transactions
• Account balances
• Employee profile and contact info
• Payroll General Ledger account balance info

Non-convertible

• Employee year-to-date info (paychecks, year-to-date adjustments) and payroll transactions
• Individual employee wage or deduction information
• Fixed Assets
  Work tickets
• Payroll items used to calculate paychecks (hourly and salary payroll items, deductions, medical insurance, etc.) are listed below.
• Closed or partially closed Sales Orders, Estimates, and Purchase Order

Steps for Sage 50 to QuickBooks conversion

The process of migrating Sage 50 to QuickBooks is lengthy, so you must be very careful while following the steps given below.

Step 1: Examine the Specifications for Conversion

Examine the converting tool’s system requirements before you begin.

Step 2: Get Ready to Convert

Note: Save your file locally to prevent conversion tool errors.

• Install QuickBooks Desktop on the same computer as Sage 50 if you haven’t previously.
• Verify that the Sage 50 and QuickBooks Desktop data is stored locally on your hard disk. If it isn’t, move it to your local hard drive before you begin. The conversion tool will encounter an error if you host a file on a server or across a network.
  Note: If stored there, you must convert your data file to the server computer.
• Before you begin, make a backup of your Sage 50 data.

Step 3: Sage 50 setup

Important Point: You should have admin user access to complete these procedures.

• Launch Sage 50 and the conversion file.
• Choose Maintain from the main menu.
• After choosing Users, select Setup Security.
• Click the Crystal Reports/Data Access tab.
• Choose the option “With the following login information” (Note: The ID field cannot be changed).
• Choose Modify and establish a password for the file transfer.
• Note: The conversion tool will not function if the new password exceeds its 8-character maximum.
• Once you have entered your new password, click OK, then exit Sage 50.

Step 4: Get the Tool for Conversion

You can download the QuickBooks Conversion Tool.

• Locate and open the folder where you saved the downloaded file.
• Select Properties by performing a right-click on the QuickBooks Conversion Tool icon.
• In the compatibility mode, tick the box next to Run this software in compatibility for: pick Windows 8 from the dropdown menu (even if you have Windows 10) and click OK.
• Choose Run as Administrator from the context menu when you right-click QuickBooksConverstionToolSetup.exe.

Step 5: Transform the Bata

• Choose Browse from the converting tool’s menu.
• Locate and pick the Sage 50 company file that has to be converted.
• From the Database Name dropdown menu in the Pervasive 32-bit ODBC engine DSN Setup box, choose your Sage 50 business file. If there are many files, you might have to navigate through them to discover your company’s name. Then click OK.
• Put in the password you just made for Sage 50. Next, choose that.
• Choose the edition and version of QuickBooks Desktop to which you transfer your Sage data.
• Keep in mind not to use any special characters like (:
• To save your converted data, select Browse, pick a folder, and click Next. Your My Documents folder will be used by default if you don’t select a folder. We strongly advise you to import into a file no more profound than two folders.
• Examine the information you entered. If everything appears to be in order, select Convert File to begin the conversion. When you do this, QuickBooks will start, and the QuickBooks—Application Certificate window asking to access the company file will appear.
• QuickBooks will open on its own. You’ll see a certificate appear. Choose Yes, Ask Every Time, and then Continue.

Take Note: You might get this twice. The conversion tool operates independently. Converting your data could take some time. If the conversion is successful, the tool will inform you.

After the tool is finished, a QuickBooks Open prompt will appear. Your file will open after a few minutes.

Step 6: Examine the Conversion

Once the tool has completed its work, choose Open in QuickBooks. Verify that all of your data is present in QuickBooks by reviewing it. Next, look over the transfer record:

• Launch the Start menu in Windows.
• Locate and launch File Explorer.
• Navigate to [Your Windows User Name]\USERS\My Documents\Intuit\QuickBooks.
• Examine the folder’s unsuccessful transaction log file. This step indicates whether there is any data loss in the transmission.

You’re good to go once you study the log.

The blog about how to migrate Sage 50 to QuickBooks mentions all the steps related to it. First, you need to check the requirements then follow the steps given. If you face any doubt or difficulty following the blog, you can call 1.833.802.0002 right away and talk with a QB professional for a resolution.

This blog posted on: wingsmypost.com