Preparing to Import a QuickBooks, MYOB, or Quicken File into Sage 50 Accounting
QuickBooks®, MYOB®, or Quicken® records can be imported into new companies in all editions of Sage 50 Accounting.
Before Sage 50 Accounting can import records from QuickBooks®, MYOB®, or Quicken®, you must prepare the records and format them into a file that Sage 50 Accounting can import.
To prepare a QuickBooks file for importing
into Sage 50 Accounting
- Open QuickBooks. On the File menu, select Export, and then Lists to .IIF.
- Select the data you want to export (Vendor and Customer lists), then click OK.
- Enter a name and location for the .IIF file.
- Go to Import Records from QuickBooks to import the files you have prepared.
To prepare a MYOB file for
importing into Sage 50 Accounting
- Open MYOB. On the File menu, choose Export Data.
- In the Export File dialog box:
- Select Cards, and then Customer Cards.
- In the Export File Format box, select Tab delimited.
- In the First Record Is box, select Header Record.
- Click Continue.
- In the Export Data dialog box, select the fields you want to export or click Match All.
- Click Export, then enter a file name and location for the .TXT file.
- Click OK or Save.
- Repeat steps 1 to 7 to import your vendor records, but in step 2a, instead of Customer Cards, choose Vendor Cards.
- Go to Import Records from MYOB to import the files you have prepared.
To prepare a Quicken file for importing into Sage 50 Accounting
To prepare customer, vendor, or employee addresses in Quicken
- Open Quicken. In the main window, on the Tools menu, choose Address Book.
- In the Address Book window, select the customers, vendors, or employees you want to export. Do not close the window.
- In the main window, on the File menu, choose Export and select Addresses.
- On the Export Address Records window, choose Tab Delimiter format, and enter a filename for the information you are exporting.
- Select the fields you want to export, and click Add.
- Click Done.
- Go to Import Records from Quicken to import the file(s) you have prepared.
To prepare accounts in Quicken
Note: You can only import Quicken accounts when you create a new company using the Company Setup wizard.
- Open Quicken. In the main window, on the File menu, choose Export Data, then select QIF.
- Enter a file export location and then choose Account List and Category List to include in the export.
- Enter the start and end dates for the data you want to import.
- Click OK.
- Go to Import Records from Quicken to import the file(s) you have prepared.