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Sage 50 to Quickbooks Conversion

 


 We offer an industry-standard Canadian Sage 50/Simply Accounting to Quickbooks Enterprise, Premier, Pro, Acountant, or Quickbooks Online conversion. All versions of Sage 50 can be migrated to Quickbooks or Quickbooks Online with 100% accuracy. The conversion will guarantee the Trial Balance, Profit and Loss, and Balance sheets in Quickbooks will exactly match your Sage 50 data. All other financial reports including Aging A/R, Aging A/P will match as well.

Our conversion service will get you up and running in Quickbooks in no time. All your important information will be transferred, including:

  • Chart of Accounts
  • Customers List and current balances
  • Projects/Jobs List (last 2 years only)
  • Vendors List and current balances
  • Employees List
  • Other Names
  • Items List
  • Inventory Quantities and Values
  • *Invoices
  • *Bills
  • A/R: All current and historical
  • A/P: All current and historical
  • Payroll (As Journal Entries)
  • **Journal Entries

The default conversion converts the last two fiscal years of data (let us know if you need additional years of data converted). For multi-currency datasets, all transactions are converted as journal entries. Please let us know if you want projects converted (projects are converted as classes).



What we don’t convert?
We currently only convert the core accounting information and not the following data types:

  • Departments
  • Projects (Can be converted to classes as a customization but it must be requested prior to the conversion)
  • Budgets
  • Memorized transactions
  • Estimates
  • Purchase Orders
  • Negative stock
  • Sales Orders
  • Payroll Summary Data
  • Custom Templates
  • Bank Reconciliation
  • Price Levels
  • Anything related to Advanced Inventory (U/M, etc) is not coverted.
  • Items on invoices/bills that are not set up as inventory or service items
  • *Invoices/Bills that are incompatible with Quickbooks are transferred as Journal Entries (due to tax incompatibility or other issues)
  • **For multi-currency datasets: ALL transactions are converted as journal entries because Quickbooks handles multiple currencies differently compared to Sage 50 or Simply accounting.


How it works
The conversion process is simple and is outlined below. The Estimated Turnaround time is 2 days on weekdays.

  • Step 1: Contact us using the form at the bottom of the page to schedule the conversion. You will receive instructions to securely upload your Sage 50/Simply Accounting data file.
  • Step 2: Locate the Sage/Simply Accounting backup file on your computer and upload it using the instuctions sent to you.
  • Step 3: After the conversion is complete, you will receive a download link to download the converted Quickbooks data file. The Quickbooks file will open directly in Quickbooks without the need to do anything else. Also, the Balance Sheet, P&L and Trial Balance will match your Sage50/Simply Accounting data.


      • Conversion Guarantee
      All financial reports will exactly match your Sage 50 data:
      • A/R Aging
      • A/P Aging
      • Trial Balance
      • Profit & Loss
      • Balance Sheet


          • Sage 50/Simply Accounting to Quickbooks: Post Conversion Tasks

          We make your move to QuickBooks as quick and painless as possible. However, since our conversion software needs to talk to the QuickBooks software, we have to work within the limitations it imposes. This means that there are some things you will have to do post-conversion.

          Reconciling banking transactions. The conversion is unable to mark bank transactions as reconciled during the conversion process. Once your conversion ​is complete, you will need to mark the ​​ bank transactions as rec​onciled, leaving only the unpresented items as unreconciled and agreeing with the statement balance.

          GST returns for earlier periods may need to be "filed" in QuickBooks, to make sure that old transactions do not appear in the next GST report. You should check the first GST return you produce in QuickBooks carefully, to ensure that the numbers are as you would expect.

          Apply A/P Credits: A/P credits need to be manually applied to bills. To make it quicker, it helps to have the “Automatically use credits” preference turned on for pay bills. To do that, go to Edit->Preferences->Bills and click on “Automatically use credits” on the Company preferences tab. Then go to the pay bills screen and select the bill(s) that should be paid and it will automatically apply the credits creating a zero dollar payment stub.

          Apply A/R Credits: Similar to A/P credits, A/R Credits need to be manually applied to invoices:
          https://community.intuit.com/articles/1554832-accounts-receivable-reports-show-zero-balances-for-customer-jobs#apply



          Sage 50/Simply Accounting Accounting versions converted
          • Sage 50 Accounting 2022 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2021 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2020 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2019 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2018 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2017 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2016 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2015 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2014 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accounting 2013 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Quantum Accounting to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Accountant Edition to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Complete Accounting to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Pro Accounting to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Sage 50 Premium Accounting to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Simply Accounting 2014 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Simply Accounting 2013 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Simply Accounting 2012 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Simply Accounting 2005-2011 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online
          • Simply Accounting 8.5, 8.0, 7.0 to Quickbooks Premier/Pro/Enterprise/Quickbooks Online

          Other applicable versions:
          Simply Accounting Basic 2005,Pro 2005,Premium 2005,Accountants 2006,Premium 2006,Pro 2006,Basic 2006,Entrepreneur 2006,Accountants 2007,Premium 2007,Pro 2007,Basic 2007,Entrepreneur 2007,Accountants 2008,Premium 2008,Enterprise 2008,Simply Accounting 2008,Entrepreneur 2008,2009,2010,2011,2012,2013,2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022.
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