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How to Data Migration QuickBooks to Sage 50

    Are you thinking of reaping the benefits of Sage 50 accounting software application by converting from QuickBooks software? Have you been just assuming how challenging would be the conversion process of your accounting and business related data from QuickBooks Desktop? Well, put your dreads to rest now as we are here to make things simple for you.

    This article aims to explicate in detail some of the simple methods that users can use to migrate the QuickBooks to Sage 50 Accounts at their fingertips.

    Steps to Data Migration QuickBooks to Sage 50

    Before you get all set to transfer your data to Sage 50, you have to finish all the processing in QuickBooks. Make sure you keep a printout of the given reports, which you can use later while transferring your data to Sage 50 Accounts.

    You need to print the following:

    πŸ’  Mandatory Report- You can find this in QB
    πŸ’  Trial Balance – Go to Reports > Accountant & Taxes > Trial Balance
    πŸ’  Client outstanding balances – Go to Reports >Clients & Receivables > Open Invoices
    πŸ’  Merchant balances – Go to Reports >Merchants& Payables > Due Bills Fact

    Read Also-: Sage Data Migration Errors

    Total Time: 17 minutes

    Exporting your QuickBooks Data

    You need to export the following data in the manner as mentioned below:

    Client Records

    πŸ’  Click on Client, then Client Centre > Excel > Export Client List > Advanced.
    πŸ’  Uncheck the following check boxes:
    πŸ’  Space amid columns
    πŸ’  Take account of QB Export Guide log
    πŸ’  Press OK.
    πŸ’  Generate new log in the new workbook and then press Export.

    Merchant Records

    πŸ’  Go to Merchants, then to Merchants Centre > Excel > Export Merchant List > Advanced.
    πŸ’  Clear the following check boxes:
    πŸ’  Space amid columns
    πŸ’  Take account of QB Export Guide log
    πŸ’  Press OK.
    πŸ’  Generate new record in new workbook and click Export.

    Merchandise Records

    πŸ’  Go to Reports > List > Item Listing > Excel >Generate New log> Advanced.
    πŸ’  Clear the following check boxes:
    πŸ’  Space amid columns
    πŸ’  Take account of QB Export Guide log
    πŸ’  Press OK.
    πŸ’  Generate new record in new workbook and click Export t.

    Preparing your Data for Import

    Before you start with import process, you need to make changes in the files you’ve exported and, simply with the use of Excel.

    πŸ’  Client records
    πŸ’  Merchant records
    πŸ’  Merchandise records

    Setup your Sage 50 Accounts

    When you are ready with records to be imported, try to set up Sage 50 Accounts. If you find any difficulty setting up your Sage 50 or Peachtree account, consult our Sage experts at Accounting Problem software help number.

    Import your Records

    πŸ’  Here are some quick steps to import your records:
    πŸ’  Go to Sage 50 Accounts, then to File > Import >Press Yes to exit from any opened files.
    πŸ’  Ensure to take a backup at this time. For this, select Backup and perform the guidelines that appear on the screen.
    πŸ’  Press the Next tab.
    πŸ’  Go to the Data type list, choose the category of data you want to import >then press Next.
    πŸ’  Go to the Data source; choose the format of the data you wish to import. If the data doesn’t have a row of captions, edit the First row that have headers check box.
    πŸ’  Click on Browse option to find and click on the file for import, then Open.
    πŸ’  Press on the Next tab.
    πŸ’  Make use of the Field mappings to connect the imported data to the right fields in Sage 50 Accounts.
    πŸ’  Save your mappings by clicking on Save Map.
    πŸ’  Finish the Imported Field column as essential, select the related field from the drop-down list. To delete the selected preferences and begin again then click uncheck Map.
    πŸ’  Obligatory fields are stroked with an asterisk sign. Ensure all obligatory fields has an equivalent Imported Field.
    πŸ’  Once all of the prerequisite fields have been recorded, press on the Next tab.
    πŸ’  If the summary facts are accurate, to initiate importing data > press Import.
    πŸ’  Exit from the Import Results dialog box and get back to your Sage 50 Accounts desktop >Exit.

    Record your Opening Balances

    πŸ’  Enter the opening balances details based on reports you printed out at the beginning of the conversion process.

    Conclusion :

    Still unable to successfully convert the QuickBooks to Sage 50 Accounts or wish to know more about more about the application, take the advice of our AccountingProblem Sage 50 Help Desk at our product help.

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