QuickBooks Items List (QuickBooks Conversion)

How Do I...

In QuickBooks, the items list consists of several types of items that are recorded in various areas of Sage 50. The table below outlines how Sage 50 converts these items:

QuickBooks Item Type

In Sage 50

Comments

Service

Service

Inventory Part

Stock item

These are set up as inventory items in Sage 50. For more information, see Converting inventory items from QuickBooks.

Non-Inventory Part

Non-Stock item

These are set up as inventory items in Sage 50. For more information, see Converting inventory items from QuickBooks.

Other Charge

Charge

These are set up as inventory items in Sage 50. For more information, see Converting inventory items from QuickBooks.

Subtotal

N/A

These QuickBooks item types are not converted.

Group

Assembly

Discount

N/A

These QuickBooks item types are not converted. Sage 50 uses sales and billing price levels to establish discounts.

Payment

N/A

These item types are not converted. Sage 50 sets up pay methods in Customer defaults. Pay methods are used to describe how a payment is made; these are not actually part of a payment or cannot be grouped with a payment. You can enter prepayments, apply credit memos, issue refunds, and enter partial payments on an outstanding invoice in Payments or Receive Money.

Tax Item

Sales TaxAgency

Sales Tax ID

QuickBooks tax items are converted to Sage 50 as sales taxagencies and sales tax IDs. For more information, see Converting sales taxes from QuickBooks.

Tax Group

Sales Tax ID

QuickBooks tax items are converted to Sage 50 as sales tax agencies and sales tax IDs. For more information, see Converting sales taxes from QuickBooks.