What Should I Do After Conversion?

You can use this topic to help you check to see that your data converted correctly. You should check the following things:

  1. Review the conversion log. Click the link on the screen to see and print the conversion log. This log will report to you what could not be converted.
  2. Verify all account balances and lists. It is important to verify that your balances, such as customer balances, vendor balances, and account balances converted properly. You should view or print your financials, aging reports, and such from both QuickBooks and Sage 50 and compare them for accuracy. How can I view and print these reports in Sage 50?

    3. Important! IF YOU USE QUICKBOOKS PAYROLL: your general ledger balances most likely will not match, because Sage 50 does not convert payroll information.

    Tell me how to filter and print financials in QuickBooks that will help me match balances in Sage 50.

    Tell me how to adjust the payroll balances.

    Note regarding the conversion of your Undeposited Funds asset account: Although your Undeposited Funds account in QuickBooks is a Current Asset Account Type and amounts in this account appear in the Current Assets section of your Balance Sheet, in Sage 50 this account will be converted to a Cash account and amounts in it will appear in the Cash section of the Balance Sheet. Sage 50 converted it to a Cash account so that it can be used on the Receive Money window when you specify the offsetting account for receipts.

    Tell me more about the Receive Money window.

  3. Complete the Sage 50 Setup Guide. You can use the Setup Guide to walk you through setting up defaults and list information for your company. Setting up defaults for customers and vendors, for instance, can save you time when you add new customers and vendors. Tell me more about using the Sage 50 Setup Guide.
  4. Reconcile all bank accounts. Bank reconciliation information is not converted to Sage 50. All checks, deposits, bank credits, and debits that were cleared in QuickBooks come over as uncleared transactions. You will need to manually reconcile your bank accounts in Sage 50. How do I do this?
  5. Review all invoices before printing. You should check the line items and edit the invoices as you feel necessary. How do I view and edit existing sales invoices?
  6. If you converted Payroll, you should check both employee year-to-date amounts and the balances in your general ledger accounts. Certain payroll information cannot be converted and balances might not be correct. How do I correct balances?
  7. Most payroll defaults and withholding information cannot be converted, so you will need to set up employee defaults and withholding information for your employees. If you did not do this during the conversion, you can do it afterward. You should set up this information before you run your first payroll. How do I set up employee defaults?