Can You Convert Sage 50 to QuickBooks Online? Essential Tips

Do you have questions such as “can you convert Sage 50 to QuickBooks Online”? If yes, then how? To know the answer to these questions, read the entire blog attentively. In this blog post titled “Migrating from Sage 50 to QuickBooks Online,” we will explore transitioning from Sage 50 to QuickBooks Online (QBO). For businesses looking to enhance their financial management capabilities, migrating from Sage 50 US to QuickBooks offers several advantages. QuickBooks’s extensive feature set, scalability, and intuitive design make it a top choice for an accounting program. Our comprehensive guide aims to streamline the transition process by providing a clear overview and step-by-step instructions, as transferring financial data can be challenging.

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If you encounter any troubleshooting issues during the process, contact QuickBooks Service Support at +1.833.802.0002 for assistance.

Convertible and Non-Convertible Data During the Conversion to QB Online

It is crucial to understand which data will transfer and which will not during the conversion process. We offer detailed lists of convertible and non-convertible options to help you navigate the transition to QuickBooks smoothly. Check them out below:

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Convertible:

1. Employee, Account, Customer, Item, and Vendor lists
2. Customer and vendor transactions
3. Paychecks (converted as journal entries)
4. Employee profile and contact info
5. Account balances
6. Payroll General Ledger account balance information

Non-convertible

Operating System:	Windows 10, Windows 8.1, Windows 8
Processor:	500 MHz Intel Pentium II (minimum)
Memory (RAM):	512 MB (minimum)
Hard Drive:	2.5 GB of free space (recommended)
Microsoft .NET Framework:	Version 2.0 (minimum)
QuickBooks Desktop:	Pro, Premier, or Enterprise 2018 or higher
Sage 50, Sage 50 Quantum	Version 2015 and above

Step 2: Prepare for Conversion

Point to be Noted: To prevent potential errors with the conversion tool, ensure your file is saved locally.

1. If not already done, install QuickBooks Desktop on the same computer where Sage 50 is installed.
2. Ensure both Sage 50 and QuickBooks Desktop data are stored locally on your hard drive. If not, transfer them to your local hard drive before proceeding. Attempting to convert files hosted on a server or across a network will result in errors with the conversion tool.
3. Note: If your data is stored elsewhere, you’ll need to convert your data file to the server computer.
4. Before proceeding, ensure that you create a backup copy of your Sage 50 data.

Step 3: Configure Sage 50 Settings

Note: Admin user access is required to complete these tasks.

1. Launch the Sage 50 application along with the conversion file.
2. Navigate to Maintain in the main menu.
3. Select Setup Security under Users.
4. Access the Crystal Reports/Data Access tab.
5. Select the “With the following login information” option.
6. Click Modify and set a password for the file transfer.
7. Note: The conversion tool will not work if the newly created password exceeds the 8-character limit.
8. After setting the new password, click OK and exit Sage 50

Step 4: Obtain the Conversion Tool

1. Download the QuickBooks Conversion Tool.
2. Locate and open the folder containing the downloaded file.
3. Right-click on the QuickBooks Conversion Tool icon, then hit the Properties button.
4. In the compatibility mode section, check the box next to “Run this software in compatibility for:” Choose Windows 8 (even if you are using Windows 10) from the drop-down box. Click OK.
5. Click-right on the QuickBooksConversionToolSetup.exe file and then choose “Run as Administrator” from the context menu.

Step 5: Data Conversion

1. Launch the conversion tool and choose Browse.
2. Select the Sage 50 company file you desire to migrate.
3. Using the Database Name dropdown menu, select your Sage 50 business file in the Pervasive 32-bit ODBC engine DSN setup box. If there are multiple files, browse to find your company’s name. Click OK.
4. Enter the password you created for Sage 50.
5. Choose the edition and version of QuickBooks Desktop to which you want to transfer your Sage data. Avoid using special characters such as (! or :).
6. Click Browse to select a folder to save your converted data, then click Next. If no folder is selected, the computer will use the My Documents folder by default. Importing into a file no more than two folders deep is recommended.
7. Review the entered information. If accurate, click ‘Convert File‘ to start the conversion process. QuickBooks will launch, and the QuickBooks Application Certificate window will appear, requesting access to the company file.
8. QuickBooks will open automatically. Select the permission option, i.e.,-Yes, Ask Every Time, and then Continue.
9. Note: You may encounter this prompt twice. The conversion tool functions individually, and the process will take some time.

Step 6: Reviewing the Conversion

1. After it completes, select “Open in QuickBooks” to ensure all your data appears correctly. Additionally, review the transfer record:
2. Access the Start menu on Windows.
3. Open File Explorer.
4. Navigate to [Your Windows User Name]\USERS\My Documents\Intuit\QuickBooks.
5. Search for and verify the folder’s unsuccessful transaction log file to check for any data loss during the transfer.
6. Once the log review is complete, you’re ready to proceed.

The blog answering the question of how can you convert Sage 50 to QuickBooks Online covers all the necessary steps. You can initiate the process by verifying the requirements and following the steps. If you encounter any confusion or difficulties while following the blog, don’t hesitate to call +1.833.802.0002 to speak with a QuickBooks professional for assistance.

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