Getting Started - Moving from a Manual System to Sage 50

There are four basic steps in moving from a manual system of bookkeeping to using Sage 50:

1. Decide on a conversion date.
2. Gather all the information you will need:
• names and addresses for customers, vendors, employees, sales reps
• beginning balances for your general ledger accounts, customers, vendors, employees, jobs, and inventory items as of the conversion date
3. Create a company.
4. Enter the necessary information.

Sage 50 walks you through the process of setting up a new company, explaining each step along the way. Still, the more you prepare for this process, the smoother your transition will be.

If you are currently using bookkeeping software, you may be able to convert your existing information to Sage 50 automatically using conversion features in Sage 50. You can convert data from QuickBooks and DacEasy.