Skip to main content

How to Convert from Sage 50 to QuickBooks: Full-Service Data Migration Explained

 


If you're considering moving from Sage 50 (formerly Peachtree) to QuickBooks, you're already on the path to more intuitive, efficient, and scalable financial management. Businesses across industries are transitioning to QuickBooks for its user-friendly interface, powerful automation features, and robust integrations.

But switching accounting systems is a big decision — and it needs to be done right. This guide walks you through everything you need to know about Sage 50 to QuickBooks conversion, including how the process works, what’s included, what’s not, and why choosing the right conversion service is crucial.

 

Why Migrate from Sage 50 to QuickBooks?

While Sage 50 is a solid accounting solution, many growing businesses find that QuickBooks better fits their evolving needs:

  • Simplified Interface – QuickBooks offers a modern, intuitive dashboard that simplifies financial tasks.
  • Cloud Access – With QuickBooks Online, access your books anytime, anywhere.
  • Third-party Integrations – Easily connect QuickBooks to payroll, CRM, inventory, and other tools.
  • Scalability – Whether you're a startup or scaling enterprise, QuickBooks grows with you.
  • Cost-Effective – QuickBooks offers flexible plans and can reduce reliance on third-party tools.

 

Our Sage 50 to QuickBooks Conversion Service

We provide an industry-standard Sage 50/Peachtree to QuickBooks migration that’s trusted by CPAs, bookkeepers, and business owners across the U.S. and Canada.

What’s Included in Our Full Conversion Service:

We convert all lists and all historical transactions — ensuring that your data in QuickBooks matches your Sage 50 file to the cent.

Core Lists:

  • Chart of Accounts
  • Customers, Vendors, Employees
  • Jobs & Other Names
  • Items List, Assembly Builds
  • Inventory quantities and values

Transactions:

  • Invoices, Sales Receipts, Credit Memos
  • Bills, Vendor Credits, Vendor Payments
  • Checks, Journal Entries
  • Item Receipts, Inventory Adjustments
  • Payroll liability checks and paychecks (as journal entries)
  • Estimates, Sales Orders, Purchase Orders
  • Transfers, Sales Tax Payments

Financial Accuracy Guaranteed:
Post-conversion, your Trial Balance, Profit & Loss, and Balance Sheet in QuickBooks will match exactly with Sage 50. Aging reports such as A/R and A/P are also mirrored perfectly.

No Hidden Fees:
Unlike other providers, we never charge hourly fix-up fees post-conversion. Our all-inclusive pricing ensures transparency.

 

What Isn’t Converted (And Why)

Due to QuickBooks’ software limitations, some elements cannot be imported directly. Here’s what to expect:

  • Bank Reconciliations: A single reconciliation post-conversion is required (instructions provided).
  • Paychecks: Converted as journal entries; no direct paycheck import.
  • Employee Payroll Setup & YTD Data: Must be manually re-entered.
  • Jobs not linked to transactions (affecting job costing).
  • Custom templates and attachments (unsupported by QuickBooks SDK).
  • Budgets, fixed assets, and closed POs/SOs/estimates.
  • Sales tax defaults, inventory costing method differences (e.g., FIFO-only support in QBO).
  • Advanced inventory features like serial numbers, multiple locations.
  • Some unsupported or incompatible field mappings (e.g., vendor default accounts, multiple shipping addresses).

Don't worry — we provide a detailed post-conversion checklist and guidance to help you fill in any missing information manually.

 

Supported Versions & Editions

We convert all versions of Sage 50 and Peachtree, including:

  • Sage 50 Accounting (2013–2024)
  • Peachtree Accounting (2008–2014)
  • Sage 50 Pro, Premium, Quantum, Accountant, Construction, Distribution, Manufacturing, Nonprofit Editions
  • Converted to: QuickBooks Pro, Premier, Accountant, Enterprise, Mac, or QuickBooks Online

Canadian Users:
We also support Sage 50 Canadian/Simply Accounting conversions to QuickBooks.

 

How the Conversion Works

Our process is fast, secure, and hassle-free:

Step-by-Step Process

Step 1: Contact us to schedule your conversion. We’ll send secure upload instructions.
Step 2: Upload your Sage 50/Peachtree company backup file.
Step 3: Receive your converted QuickBooks file, ready to open — no extra setup needed.

Turnaround Time:

  • Standard: 2–3 business days
  • Expedited: Weekend service available (submit Friday, ready Monday)

 

What to Expect After Conversion

Once your data is in QuickBooks:

  • We send a ready-to-restore QuickBooks file
  • A detailed post-conversion checklist is provided
  • You receive a transaction import report (in most cases, 100% success)
  • Notes and workarounds for any special cases
  • Support for adjustments, especially with inventory and sales tax nuances

 

Why Choose Us?

With 10+ years of experience, we’ve handled hundreds of Sage 50 to QuickBooks conversions — from small businesses to multi-location enterprises. We collaborate with Intuit ProAdvisors and CPAs to ensure professional, audit-ready results.

What Sets Us Apart:

  • All-inclusive pricing
  • Accuracy guaranteed
  • Experience with complex files and industries
  • Seamless support from start to finish

 

Ready to Make the Switch?

Switching from Sage 50 to QuickBooks doesn’t have to be a headache. With our expert data conversion service, you’ll enjoy a smooth transition and peace of mind knowing your financial data is in the right hands.

Contact us today to schedule your migration and take the first step toward smarter accounting.


Comments

Popular posts from this blog

QuickBooks US to Canada Conversion: A Comprehensive Guide for Seamless Transition

Switching your QuickBooks setup from the US to Canada can be a daunting task, but with the right guidance, you can ensure a smooth transition. Whether you're expanding your business operations across borders or relocating, this step-by-step guide will help you navigate the intricacies of converting your QuickBooks data from the US to Canada.   Why Convert QuickBooks US to Canada? Before diving into the conversion process, it's important to understand why this switch is necessary: Tax Compliance : Canadian tax laws differ significantly from those in the US. Converting your QuickBooks setup ensures you remain compliant with Canadian tax regulations, including GST/HST and provincial sales taxes. Currency and Accounting Standards : Canada uses different currency and accounting standards, making it essential to switch your financial software to avoid discrepancies and ensure accurate reporting. Localized Features : QuickBooks Canada offers localized features tailored to Canadian bus...

Why You Need an Audit Trail Removal Service for Your QuickBooks Data

  In today's fast-paced business world, managing financial data efficiently and securely is paramount. QuickBooks, being one of the most widely used accounting software, offers a range of features that help businesses keep their financial records in order. One of these features is the Audit Trail , a built-in function that tracks every change made in a company file. While the Audit Trail is a valuable tool for accountability and transparency, there are certain situations where businesses need to remove it from their QuickBooks data files. This is where an Audit Trail Removal Service becomes invaluable. What is an Audit Trail? The Audit Trail in QuickBooks logs all transactions, including every addition, deletion, or modification. It helps track who made the changes and when they were made, providing a detailed history of your financial data. This is especially helpful in maintaining accountability and is often used for regulatory compliance, such as tax filings or financia...

QuickBooks for Mac Repair: Solutions for Common Issues and Optimization

  QuickBooks for Mac is a robust accounting and financial management software that helps small businesses streamline their bookkeeping tasks. However, like any software, it is prone to occasional issues that can hinder its smooth operation. Whether it's a performance lag, crashes, or problems with file integrity, understanding how to troubleshoot and repair QuickBooks for Mac can save businesses time and reduce stress. This article will guide you through common problems and offer solutions to ensure QuickBooks for Mac runs efficiently. Common Issues in QuickBooks for Mac Installation and Update Issues One of the most common problems with QuickBooks for Mac occurs during installation or updates. Users may encounter errors when trying to install the software or install updates. This can happen due to compatibility issues, corrupted installation files, or insufficient system resources. Corrupted Company Files A damaged or corrupted company file can result in a variety of problems i...