Welcome to the QuickBooks to Sage 50 Conversion
You can convert your QuickBooks company data to the Sage 50 format. Sage 50 will convert most QuickBooks lists (such as accounts, customers, vendors, employees, items, and jobs), transactions, and current balances.
We recommend that you read the information found when you click the links on the Welcome Screen. This will help to ensure that your company is converted as quickly and easily as possible.
Which versions of QuickBooks can I convert from? You can convert from versions up to three years previous.
The process of converting a QuickBooks company to Sage 50 requires that you make a number of choices about how you want the converted company to work in Sage 50. The QuickBooks to Sage 50 Conversion wizard will help you with these decisions.
Note: You can cancel out of the utility any time you want to.
Before you start the conversion
Before beginning the conversion process, you must make sure that your company is set up in such a way that Sage 50 will be able to properly convert company information. How should I prepare for the conversion?
How to start the Conversion Wizard
From the File menu, select Convert a Company. Select the QuickBooks radio button and click OK.
You can also start the Conversion wizard by choosing to open a QuickBooks company in Open Company. Another option is to select Convert from another accounting program on the Start Screen, then select the QuickBooks radio button and click OK.
Using the Conversion Wizard
The Conversion wizard is made up of a series of windows with instructions and options. The first window, the Welcome to the QuickBooks to Sage 50 Conversion window, tells you the types of things you should do in QuickBooks before you begin the conversion. Once you're ready to begin the conversion, you can click the Next button to continue. The windows that make up the wizard are:
Which QuickBooks company are you converting: On this window, you select which QuickBooks company you want to convert. Tell me more.
What would you like to convert?: Here, you can select which QuickBooks data you want to convert. If you choose to convert some transactions in addition to lists, you can select the transactions based on a date range. Tell me more.
Open Company in QuickBooks: You must have the company open in QuickBooks before you can convert. Tell me more.
Loading QuickBooks Company: You'll see this screen while your QuickBooks company information is being loaded so that it can be converted into Sage 50. Tell me more.
Review Account Numbers:Sage 50 requires that accounts that make up your chart of accounts have Account IDs. Sage 50 will automatically create IDs for these accounts. You can edit them here if you wish. Tell me more.
Specify quote good-through dates: If you are converting to a Sage 50 Premium Accounting or Sage 50 Pro Accounting company, Estimates from your QuickBooks company will be converted into Quotes in Sage 50 and you will have the opportunity to enter good-through dates for them. Tell me more.
Specify proposal complete-by dates: If you are converting to a Sage 50 Premium Accounting or higher company, Estimates from your QuickBooks company will be converted to Proposals in Sage 50 and you will have the opportunity to enter a complete-by date for them. Tell me more.
Choose an accounting method: This window asks whether you want your converted company to use the accrual or cash-basis accounting method. Tell me more.
Choose the first period of your fiscal year: On this window, you'll answer questions for setting up your fiscal year. The first question may already be answered based on information from your QuickBooks company. Tell me more.
Choose the sales and expense defaults: This window asks you which general ledger accounts you want to use as the default expense and sales accounts for your converted company. Tell me more.
Ready to Convert: Here you will see a summary of all conversion options you have chosen in previous windows. You can either proceed with the conversion or use the Back button to return to the earlier windows and make any needed adjustments. You can choose to review lists of information that will be converted before the conversion, if necessary. When you are satisfied with the displayed conversion options, press the Next button to review lists or start the conversion process. Tell me more.
Review Lists: You'll see this window if you chose to review lists before starting the conversion on the Ready to Convert window. Tell me more.
Conversion in Progress: This window appears while your data is being converted. Tell me more.
Set up Employees and Payroll: If your QuickBooks company contained employees, you will see several windows that allow you to set up your payroll system prior to starting Sage 50. You can skip these steps if you want to. Tell me more.
Conversion Complete: This window lets you know that the conversion has been completed. You can view the conversion log to see what was converted and any errors that were encountered, if you want to. Tell me more.
What should I do after conversion: This screen provides you with a checklist and helpful links regarding what you need to do to finish setting up your company in Sage 50 and to start using it. Tell me more.
Note: The Conversion wizard converts all QuickBooks data that can be converted to Sage 50. You do not have a choice of which items of data are converted. If you decide to convert data to Sage 50 a second time, you will need to complete the entire conversion process again.