Converting Vendor Transactions from QuickBooks
Sage 50 will convert several types of vendor transactions from QuickBooks. These are listed below.
Purchase Orders
Sage 50 will convert most of your QuickBooks Purchase Order information to the Sage 50 format. There will be truncation of certain fields, such as some address lines and Description fields. See the Field Comparison list for more information.
Note: During the conversion, any non-posting general ledger accounts will be replaced with the Accounts Payable account. How does Sage 50 handle non-posting accounts?
Receive Inventory
Sage 50 will convert most of your QuickBooks Receive Inventory information to the Sage 50 format. There will be truncation of certain fields, such as some address lines and Description fields. See the Field Comparison list for more information.
Item Receipts
Sage 50 will convert most of your QuickBooks Item Receipt information to the Sage 50 format. There will be truncation of certain fields, such as some address lines and Description fields. See the Field Comparison list for more information.
Credit Memos
Sage 50 will convert most of your QuickBooks Credit Memo information to the Sage 50 format. There will be truncation of certain fields, such as some address lines and Description fields. See the Field Comparison list for more information.
Vendor Payments
Sage 50 will convert most of your QuickBooks Write Check and Payment information to the Sage 50 format. There will be truncation of certain fields, such as some address lines and Description fields. See the Field Comparison list for more information.
Important information on converting invoices/bills with receipts for multiple purchase orders.
How Sage 50 will convert these invoices/bills
QuickBooks allows you create an invoice/bill for multiple purchase orders; however, Sage 50 does not. To handle this, Sage 50 creates a separate invoice for each of the purchase orders during the conversion, using a numbering scheme similar to 100a, 100b, 100c, and so on. For instance, if you entered receipts for three purchase orders in QuickBooks on invoice/bill 1000, Sage 50 would create three invoices during the conversion: 1000a, 1000b, and 1000c.
How Sage 50 will apply receipts to these invoices/bills
If, in QuickBooks, you had paid these invoices, Sage 50 will apply the payments as follows: Sage 50 will apply the payment amount to the first of the invoices (for instance, 1000a) until it is paid in full. Then, it will continue to apply the payment against the second of these invoices, then the third, and so on, until the payment amount is exhausted.
What to do if the payments are applied incorrectly after conversion
If the invoices to which payments were applied were paid in full, there should not be an issue. However, if they were applied only in part, you should check to see that the payment was applied correctly to the invoice. How do I do this?