Preparing to Import a QuickBooks, MYOB, or Quicken File into Sage 50 Accounting

Related topics

Learn about importing records into Sage 50 Accounting

Learn about exporting records from 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.

  1. Open QuickBooks. On the File menu, select Export, and then Lists to .IIF.
  2. Select the data you want to export (Vendor and Customer lists), then click OK.
  3. Enter a name and location for the .IIF file.
  4. Go to Import Records from QuickBooks to import the files you have prepared.
  1. Open MYOB. On the File menu, choose Export Data.
  2. In the Export File dialog box:
    1. Select Cards, and then Customer Cards.
    2. In the Export File Format box, select Tab delimited.
    3. In the First Record Is box, select Header Record.
  3. Click Continue.
  4. In the Export Data dialog box, select the fields you want to export or click Match All.
  5. Click Export, then enter a file name and location for the .TXT file.
  6. Click OK or Save.
  7. Repeat steps 1 to 7 to import your vendor records, but in step 2a, instead of Customer Cards, choose Vendor Cards.
  8. Go to Import Records from MYOB to import the files you have prepared.

To prepare a Quicken file for importing into Sage 50 Accounting

  1. Open Quicken. In the main window, on the Tools menu, choose Address Book.
  2. In the Address Book window, select the customers, vendors, or employees you want to export. Do not close the window.
  3. In the main window, on the File menu, choose Export and select Addresses.
  4. On the Export Address Records window, choose Tab Delimiter format, and enter a filename for the information you are exporting.
  5. Select the fields you want to export, and click Add.
  6. Click Done.
  7. Go to Import Records from Quicken to import the file(s) you have prepared.

Note: You can only import Quicken accounts when you create a new company using the Company Setup wizard.

  1. Open Quicken. In the main window, on the File menu, choose Export Data, then select QIF.
  2. Enter a file export location and then choose Account List and Category List to include in the export.
  3. Enter the start and end dates for the data you want to import.
  4. Click OK.
  5. Go to Import Records from Quicken to import the file(s) you have prepared.