Process to Convert Sage 50 to QuickBooks (2023)

Sage 50 and QuickBooks are among the oldest competitors in the world of accounting software solutions. The Sage Group plc and Intuit Inc., the companies that developed these accounting platforms, started their journey almost at the same time in the early 1980s. Over all these decades, the two rivals have launched numerous versions of their accounting solutions, starting with desktop-based offline software tools to the cloud-based solutions. It often becomes difficult for businesses to make the right choice. Though, the choice depends absolutely on the individual needs and preferences.

For instance, Sage Start-Up and QuickBooks SimpleStart and QuickBooks Pro are considered equally good for small businesses. However, if a business scales in size and the accounting requirements increase, then it is better to switch to the options like Sage 50 (previously known as Sage Peachtree) and QuickBooks Enterprise. And, to enjoy the ultimate advantages of cloud-based accounting, Sage One (also known as Sage Business Cloud), Sage 50 Cloud and QuickBooks Online (QBO) are the perfect solutions to look for. Still, the bigger question is which one is better among Sage and QuickBooks?

The best way to find an answer to the above question is to compare the features available with various versions of both Sage and QB. For example, QuickBooks Online offers a feature known as 1099 tracking and reporting which is missing in Sage 50 Cloud. When it comes to bookkeeping, QuickBooks is a powerful tool in this regard whereas Sage offers only basic bookkeeping. Also, QuickBooks Online is available with monthly pricing lower than Sage 50 Cloud. QuickBooks Online SimpleStart has a monthly fee of $20 whereas Sage 50 Cloud Pro demands a monthly fee of $44.97.

After going through these comparisons and reviews, you may decide to convert Sage to QuickBooks. Here’s a guide that would lead you through the conversion process. Please note that the guide uses Sage 50 to QuickBooks conversion as an example.

Converting Sage 50 to QuickBooks

The QuickBooks conversion tool which is free to use helps in easy conversion of files from Sage 50 (Peachtree) to QB. Here are the steps that you need to follow:

Step 1: Start Sage 50 and open the company file to be converted.

(Video) Sage 50 to QuickBooks Conversion | Convert Sage 50 to QuickBooks

Step 2: In the Main menu, you will find the option ‘Maintain’. Follow the path Maintain > Users > Setup Security.

Step 3: Choose the tab named ‘Data Access/Crystal Reports. Select the radio button against ‘With the following login information’. Click ‘Change’ and set a new password. After changing the password, close Sage 50.

Step 4: Next, you must download the QuickBooks Conversion Tool available in the download section of Intuit’s official website.

Step 5: Run the tool as an administrator (by right-clicking the tool’s icon and selecting ‘Run as administrator’. The QuickBooks Desktop Conversion Tool dialogue box opens up. Click Browse and select the Sage 50 file you wish to convert.

Step 6: A small box titled ‘Pervasive 32-bit ODBC Engine DSN Setup’ opens up. Choose the company file name which should be same as the name of the folder which contains the Sage 50 file. Click OK.

Step 7: Enter the password (the one you set in Step 3).

(Video) What's steps to follow Converting Sage 50 to Quickbooks Online ? | MAC

Step 8: You will be asked to select the QuickBooks version you wish to convert to. Select the right option. Then, browse to the company file and click Next.

Step 9: You will see a Ready to Convert window opens up. Start the process by clicking Convert File. The process of conversion begins and it may take a few minutes. Once it is done, you will see a window with ‘Finished!’ message.

Step 10: Select Open in QuickBooks to view the converted file.

That’s it! You may check the log file containing information about the failed transactions at C:\Users\YourUserName\MyDocuments\Intuit\QuickBooks Conversion Tool.

Though the process seems to be simple, there may be issues that may arise due to different reasons.

Before the Sage 50 to QuickBooks Conversion Process

There are some important things you need to keep in mind before starting the conversion process. For example:

(Video) Sage 50 to Quickbooks Conversion

  • Sage 50 should be installed in the same computer in which the QuickBooks software is installed to make the conversion possible.
  • The computer’s hard drive should store the QuickBooks Database as well as the associated files of Sage 50.
  • The conversion tool used in the process can’t be employed for the cross-region conversions.
  • For the conversion tool to run accurately, your computer must meet the following system requirements:
  • Windows operating system 7, 8, 8.1 or 10
  • Processor with a minimum configuration of Intel Pentium II 500 MHz
  • A minimum RAM of 512 MB
  • 2.5 GB of free space
  • MS .NET Framework version 2.0 or higher
  • The conversion tool would convert files of Sage 50 2013 version or above
  • The files can be converted to QuickBooks Desktop Pro, Premier or Enterprise of 2015 version or above

What Is Converted and What Not?

It is also important to know in advance whether the conversion tool converts all files and data from Sage to QuickBooks or not. The fact is that the following files are converted:

  • Accounts
  • Account balances
  • Customers
  • Customer transactions
  • Employees
  • Items
  • Payroll general ledger account balance information
  • Vendors
  • Vendor transactions

The files and data which can’t be converted include:

  • Employee Year-to-Date information
  • Fixed assets
  • Employee wage/deduction information
  • Sales/purchase orders and estimates
  • Paychecks
  • Payroll items (converted as journal entries) etc.

Converting from Sage 50 to QuickBooks Online

At present, there is no way to convert Sage 50 to QuickBooks Online directly. You might face problems converting sage to quickbooks if you do manually. What you need to do is convert the Sage files to QuickBooks Desktop following the steps mentioned in the previous section and then import the QuickBooks Desktop files to QBO. Here’s a step-by-step guide to import from QuickBooks Desktop to QBO:

Step 1: Log in to QuickBooks Desktop as admin and open the company file you need to export to QBO.

Step 2: For Desktop Pro or Premier, you must follow the route Company > Export Company File to QuickBooks Online. For Desktop Enterprise, you must press Ctrl+1 followed by Ctrl+B+Q.

Step 3: Click Start your Export.

(Video) How to convert QuickBooks file in Sage50

Step 4: Log in to QuickBooks Online as an admin.

Step 5: Select Yes or No depending on whether you wish to import track inventory.

Step 6: Select the drop-down menu called Choose online company. From the list, select the company you wish to be replaced by the new file.

Step7: Click Continue. A text field appears in which you need to enter ‘Agree’. Then, click Replace.

Step 8: Finally, select Yes, go ahead and replace the data and click Replace.

This will import the files to QBO.

(Video) How to use Dataswitcher to move your data from Sage 50 to QuickBooks Online Advanced

Hire an Expert for Conversion

There are many reasons that you need an expert to convert Sage 50 to QuickBooks. For example:

  • You may find it difficult to solve the issues and deal with errors that may surface during the conversion process.
  • It may take a huge amount of time if you try to do it yourself and still, a number of files may fail to convert.
  • There are chances of data loss during the conversion process even if you commit a small mistake.
  • Also, a professional can help you many more files like those mentioned below:
  • Chart of accounts
  • Aged receivable and payables
  • Supplier details
  • Bank transactions and more

Here are some tips to choose the best Sage to QB conversion services:

  • Ask the service provider whether they would convert the historical transactions or not. It is important that as many as possible of these transactions should be converted so that you don’t have to refer back to the archives.
  • Which products and versions of Sage do they convert? You must select a team which has experience in converting from the Sage product you currently use.
  • Does the service provider offer a conversion guarantee? Also, check their success rate – did they ever fail to convert the files?
  • How much time would they take to convert the files?
  • Do they offer post-conversion support or not?
  • Finally, check the quote they offer and compare it with what others offer.

With MMC Convert, you get services for conversion and migration of accounting data not only from Sage 50 to QuickBooks Online but also from Sage One to Xero and Sage 50 to Xero and so on. A number of years of experience and exposure have helped us offer hundreds of conversions to our happy and satisfactory clients that consist of small businesses as well as medium and large enterprises. Our strength lies in offering customized services at the most competitive prices and with the assurance of accurate data conversion without any data loss.

You can also trust us for accounting data conversion in many other categories like Clear Books to Xero, Xero to QBO, TAS to Xero, Excel to QBO, Bright Pearls to Clear Books and more. We are proud to complete the conversions in 3-5 business days.

FAQs

How do I convert Sage to QuickBooks? ›

Conversion Process:
  1. Step 1: Pre-conversion checklist for Sage 50 (Mandatory)
  2. Step 2: Pre-conversion checklist for QuickBooks Online (Mandatory)
  3. Step 3: Get started converting your data to QuickBooks Online.
  4. Step 4: Post-conversion checklist for QuickBooks Online (Mandatory)
  5. Step 5: Start using QuickBooks Online.
12 Aug 2022

Does QuickBooks have a conversion tool? ›

The conversion tool is located in the Company Menu in QuickBooks Pro and Premier. If you are using QuickBooks Enterprise, the steps are a little different. Open the QuickBooks Enterprise company file.

What are 3 of the steps that should be taken before converting a QuickBooks desktop company file to QuickBooks Online? ›

Use the following seven steps to convert QuickBooks Desktop to QuickBooks Online:
  1. Check the File Size Requirements. ...
  2. Prepare Your QuickBooks Desktop Data for Export to QuickBooks Online. ...
  3. Create a QuickBooks Online Account. ...
  4. Export Company File to QuickBooks Online.
11 Apr 2022

Which is easier to use QuickBooks or Sage? ›

Choose Sage if you need unlimited users and automated tasks. QuickBooks is ideal for small businesses that need advanced features, such as 1099 contractor management and mileage tracking. It's also best for more complex Enterprise needs, provided you don't need more than 40 users.

How do I convert old Sage data? ›

  1. 1 - Back up your data. We recommend you take two backups of your data. ...
  2. 2 - Run reports. ...
  3. 3 - Export records. ...
  4. 4 - Install the newer version of Sage 50cloud Accounts. ...
  5. 5 - Create a new company. ...
  6. 6 - Import Records. ...
  7. 7 - Create opening balances.
13 Oct 2022

Is QuickBooks desktop being phased out? ›

Your access to QuickBooks Desktop Payroll Services, Live Support, Online Backup, Online Banking, and other services through QuickBooks Desktop 2020 software will be discontinued after May 31, 2023. This also means you won't receive critical security updates starting June 1, 2023.

Is Sage 50 outdated? ›

Sage have announced that they will be making some essential security updates to Sage 50cloud Accounts on 30 September 2022 which means anyone running version 26.2 or below will not be able to use their software beyond this date.

Can I transfer Sage 50 to a new computer? ›

Yes, You can install Sage 50 on another PC without any issues using the same activation information. Sage allows the transfer of the existing Sage 50 license to migrate to another computer under the following conditions: The license is then uninstalled from the older computer.

What is the best conversion tool? ›

The Top 14 Conversion Rate Optimization Tools
  1. HelloBar. The HelloBar plugin integrates a variety of popups to websites to turn traffic into customers. ...
  2. HotJar. HotJar is heat mapping software that helps to understand customer journey and workflow. ...
  3. InstaPage. ...
  4. ConvertBox. ...
  5. OptinMonster. ...
  6. OmniConvert. ...
  7. Google Analytics. ...
  8. CrazyEgg.
30 Jun 2022

What are the 3 primary ways to migrate data to QuickBooks Online? ›

There are three ways to get client's QuickBooks data into your QBO company:
  1. Manually enter the information.
  2. Use IIF files.
  3. Use service of a conversion expert.

What are 3 of the steps that should be taken before converting a QuickBooks desktop company file to QuickBooks Online Chegg? ›

Follow the steps below to make sure everything is ready to migrate.
  1. Back up your company file.
  2. Update QuickBooks Desktop.
  3. Check your Total Targets.
  4. Save your Sales Tax Liability report.
  5. Export your reports and lists.
  6. Create a QuickBooks Online account.

How long does it take to convert to QuickBooks Online? ›

Common Deciding Factors to convert quickbooks desktop to online. If you search through QuickBooks forums and online communities, you would find people mentioning that it takes only 15-30 minutes to convert files from qbdt to qbo. Then, there will be users mentioning the time taken to be up to 24 hours.

When using the QuickBooks Desktop conversion tool which 3 items do not convert? ›

QuickBooks Online currently doesn't support custom fields on customers, suppliers, employees or items, so they do not convert.

What is the easiest way to migrate your data to QuickBooks Online? ›

Go to Company, then select Export Company File to QuickBooks Online. Select Start your export. Sign in as an admin to your QuickBooks Online company. Select Choose online company, and choose the QuickBooks Online company you want to replace with your company file.

Do accountants prefer QuickBooks? ›

QuickBooks Desktop or its hosted version, nearly 85% of the accounting market loves this accounting tool. As per the reports shared by the Accountancy Age, around 78% of accounts personnel, including small and mid-sized businesses, rely on cloud technology like hosted QuickBooks.

Do you need to be good at math to use QuickBooks? ›

The business owners would hire only those who could cope with a large volume of numerical flows, their display on paper, and maintain all the records organized, clear and accurate without the technology that did it all for you. Currently, one does not need to have a lot of knowledge or know higher mathematics.

Is QuickBooks compatible with Sage 50? ›

QuickBooks & Sage 50 – Support Services

They can access both QuickBooks and Sage 50 from any internet-connected device using either mobile browser or through a desktop browser. Bank accounts: QuickBooks and Sage, both can add bank accounts and credit card accounts.

How do I extract data from Sage 50? ›

Export products and services

Choose File or Export and then browse where you want to save the file. On the Save as type list, choose CSV File . csv* and then Save. Repeat these steps for each report as required.

How do you get rid of old data on Sage 50 Accounts? ›

From within Sage Accounts, open the Tools menu, choose Period End then choose Clear Audit Trail. The Clear Audit Trail Wizard appears, follow the on-screen prompts to clear the audit trail.

Can you use Sage without a subscription? ›

Subscription and Non-Subscription Service Plan

Sage 50 licenses can either be subscription or perpetual. With a non-subscription service plan (like a payroll-only plan, where you get access to the module), you normally pay one time to get entitled for a period of time.

When should I quit QuickBooks? ›

Key Signs That QuickBooks is Failing
  1. It Becomes Harder to Track Real-Time Activity. As soon as a company expands or takes on new locations, the information that has to be exchanged quickly takes longer than it should. ...
  2. Increased Use of Manual Processes. ...
  3. An Increase in Lost Sales. ...
  4. QuickBooks Used Less for Accounting Work.

Do you have to pay for QuickBooks Desktop every year? ›

You can purchase QuickBooks Premier Plus or have access to built-in payroll with QuickBooks Premier Plus + Payroll. Both plans are billed annually.

Is there a good alternative to QuickBooks Desktop? ›

Xero: Best for unlimited users. Sage 50cloud: Best QB Desktop alternative for multi-company bookkeeping. FreshBooks: Best for excellent customer service. Lendio (formerly Sunrise): Best free alternative to QB Online.

What is Sage Line 50 called now? ›

Sage 50 is now called Sage 50cloud Accounts and is the UK's bestselling accounts software for small to medium sized businesses. Sage 50 is a far superior accounting solution to Sage One and is highly configurable, scalable and flexible.

Will Sage stop working? ›

From 30 September 2022, we're making security improvements which means you need to install v26. 3 or above, to continue to access your software.

How many financial years you can maintain in the Sage 50? ›

Sage 50 permits you to operate within two open fiscal years.

What replaced Sage computer? ›

SAGE was the largest computer project in the world during the 1950s. It remained in service until January 1984, when it was replaced with a next-generation air defense network.

Can I transfer Sage to a new computer? ›

We recommend you backup to an external device such as a memory stick or a shared drive, so that you can transfer everything to your new computer. When you run Check Data, if errors are reported you must resolve these before you install your new software.

How many computers can I install Sage 50 on? ›

Sage 50 Pro Accounting should only be installed on a single computer. If you are installing on a network, you must first install Sage 50 Accounting on the computer that will store your Sage 50 Accounting company data files.

What are the four options for system conversion? ›

There are four methods of handling a systems conversion:
  • Parallel conversion.
  • Direct conversion (also called “Big Bang”)
  • Pilot system (also called “Single-location installation”)
  • Phased conversion.

How do I get better at conversions? ›

How to Increase Conversion Rate
  1. Use a CRO planner.
  2. Shorten your forms.
  3. Include social proof.
  4. Track how people interact with your site.
  5. Add live chat.
  6. Test your offers.
  7. Conduct A/B testing.
  8. Increase trust and remove friction.
3 Feb 2022

How do I convert data to QuickBooks? ›

Follow the steps below to import items:
  1. Go to File Menu.
  2. Click Import under Utilities.
  3. Select Excel Files.
  4. Choose the type of data you're importing.
  5. Enter your information, save your file, and close it.
  6. Review results and view your saved files in QuickBooks.
  7. Close the window once you're done.
27 May 2019

Which 4 list types can be directly imported into QuickBooks Online? ›

You can import the following information to QuickBooks Online:
  • Bank Data.
  • Customers.
  • Vendors.
  • Chart of Accounts.
  • Products and Services.
  • Invoices.

What are data migration methods? ›

There are three main approaches to database migration: big bang data migration, trickle data migration, and zero downtime migration.

What are 3 of the steps that should be taken before converting a QuickBooks Desktop company file to QuickBooks Online? ›

Use the following seven steps to convert QuickBooks Desktop to QuickBooks Online:
  1. Check the File Size Requirements. ...
  2. Prepare Your QuickBooks Desktop Data for Export to QuickBooks Online. ...
  3. Create a QuickBooks Online Account. ...
  4. Export Company File to QuickBooks Online.
11 Apr 2022

What are the 5 basic functions of QuickBooks? ›

The way we're going to organize this for you is by creating the skeleton of QuickBooks. The skeleton is made up of Vendors, Customers, Employees, Company, & Banking.
...
The 5 Basic Functions of QuickBooks
  • Vendors. The first function you see in the top left corner is Vendors. ...
  • Customers. ...
  • Employees. ...
  • Company. ...
  • Banking.
7 Jun 2013

Is QuickBooks Online being phased out? ›

What does service discontinuation mean? Your access to QuickBooks Desktop Payroll Services, Live Support, Online Backup, Online Banking, and other services through QuickBooks Desktop 2020 software will be discontinued after May 31, 2023. This also means you won't receive critical security updates starting June 1, 2023.

How long does it take to complete a QuickBooks course? ›

How long does it take to be QuickBooks certified? QuickBooks certification can take as little as 2-3 weeks. Intuit QuickBooks training offers two-day live online or self-paced instruction. These include a study guide, practice test, and exam voucher.

Can I learn QuickBooks in one day? ›

Regardless of skill level or familiarity with QuickBooks, you will develop skills that empower you to work smarter and faster. Our one-day overview class provides students with an understanding of the environment, basic company set-up, how to work with lists, chart of accounts and bank accounts.

How many types of conversion methods is there? ›

There are two types of conversion: implicit and explicit. The term for implicit type conversion is coercion.

How do I fix errors when converting from QBDT to QBO? ›

Export QBDT data to QBO: ERROR
  1. In QuickBooks, locate your company data file.
  2. Close QuickBooks Desktop.
  3. Copy your company file to a new folder on your local c-drive. ...
  4. Open your company file in QuickBooks Desktop from the new location.
  5. Select Company then select Export Your Company File to QuickBooks Online.
18 Aug 2022

What are the conversion tools? ›

Conversion tools are any solution which helps you to improve your conversion rate. In general, they refer to marketing automation tools, analytics and visitor identification tools. Marketing automation tools help you to automate your marketing processes, and streamline anything that may be repetitive.

What are the 3 primary ways to migrate client data to QuickBooks? ›

There are three ways to get client's QuickBooks data into your QBO company:
  • Manually enter the information.
  • Use IIF files.
  • Use service of a conversion expert.

What are 3 of the steps that should be taken before converting a QuickBooks Desktop company file to QuickBooks Online Chegg? ›

Follow the steps below to make sure everything is ready to migrate.
  1. Back up your company file.
  2. Update QuickBooks Desktop.
  3. Check your Total Targets.
  4. Save your Sales Tax Liability report.
  5. Export your reports and lists.
  6. Create a QuickBooks Online account.

Can you convert Sage 100 to QuickBooks? ›

To begin with, you'll want to advise your client to export their Sage 100 data into a . CSV (Comma Separated Values) or XLS/XLSX file formats. This way, they'll be able to import the data to QBO seamlessly. Once ready, you can share these articles that can guide them through the complete process.

Can you convert Sage to QBO? ›

To move your data from Sage to QuickBooks Online, you will need to use a third-party conversion service. Dataswitcher is our data migration supplier available to help you with the transition.

How do I export data from Sage? ›

To export data:

Open the screen or dialog box for the data you want to export. Click File > Export. In the Export screen, select an export type from the Type field. Click Browse, then specify the file to which to export.

What replaced Sage Instant Accounts? ›

On 1st February 2016 Sage Instant Accounts was discontinued and replaced by Sage 50 Essentials .

Is Sage 50 being phased out? ›

Sage have announced that they will be making some essential security updates to Sage 50cloud Accounts on 30 September 2022 which means anyone running version 26.2 or below will not be able to use their software beyond this date.

Is QuickBooks Desktop being phased out? ›

Your access to QuickBooks Desktop Payroll Services, Live Support, Online Backup, Online Banking, and other services through QuickBooks Desktop 2020 software will be discontinued after May 31, 2023. This also means you won't receive critical security updates starting June 1, 2023.

What are the disadvantages of QuickBooks Online? ›

Cons of QuickBooks:
  • Lack of industry and business-specific features (such as lot tracking, eCommerce and barcode scanning)
  • Lack of key reports outside of accounting.
  • Instability/system crashes.
  • Lack of direct professional support.
  • File-size issues/limitations on number of transactions.
  • Limitations on the number of users.

Can I convert a CSV file to a QBO file? ›

Click "File" followed by "Save As." From the drop-down box, choose "QBO" as the file format to save the document in, then type a name for the new file and click "Save." The CSV file is converted into the QuickBooks QBO format.

What is the easiest way to migrate data to QBO? ›

How to migrate your data
  1. In QuickBooks Desktop, log in as an admin to the company file you need to import.
  2. Go to the Company menu, then select Export Company File to QuickBooks Online.
  3. Select Get started.
  4. Click Select destination, then sign in to your QuickBooks Online account.

How do I Export transactions from Sage 50? ›

Exporting a transaction is as simple as emailing the transaction to your customer or vendor. When they receive this email and open the attached import file, Sage 50 Accounting automatically imports this file into your company record.

How do I Export GL from Sage 50? ›

Extract data
  1. From the top bar, click Reports > Financials > General Ledger.
  2. Select the desired accounts for General Ledger (GL) report. ...
  3. The report that is produced should look like the image below. ...
  4. Select your local save location. ...
  5. The exported file should look like the image below:
4 Aug 2022

Is Sage outdated? ›

Accounting software provider Sage has recently advised that after 30 September 2022, Sage 50 Accounts and Sage 50cloud Accounts v26. 2 and below will no longer be accessible. The discontinuation of these older versions of Sage is due to changes Sage are making in line with industry-standard security protocols.

Videos

1. Switching From Sage to QuickBooks
(QuickBooks UK)
2. Converting Your Data from QuickBooks to Sage 50 Accounting
(Sage50US)
3. Sage 50 to Quickbooks
(Quickbooks Repair Pro)
4. How Stress Out Of Switching From Sage 50 To QuickBooks | MAC
(My Accountant Consultant)
5. Sage Intacct to QuickBooks Data Conversion - Convert Intacct to QuickBooks
(Dancing Numbers)
6. Converting Your Data from Quickbooks to Sage 50 Accounting
(SageAdvisor)
Top Articles
Latest Posts
Article information

Author: Neely Ledner

Last Updated: 01/02/2023

Views: 6078

Rating: 4.1 / 5 (62 voted)

Reviews: 93% of readers found this page helpful

Author information

Name: Neely Ledner

Birthday: 1998-06-09

Address: 443 Barrows Terrace, New Jodyberg, CO 57462-5329

Phone: +2433516856029

Job: Central Legal Facilitator

Hobby: Backpacking, Jogging, Magic, Driving, Macrame, Embroidery, Foraging

Introduction: My name is Neely Ledner, I am a bright, determined, beautiful, adventurous, adventurous, spotless, calm person who loves writing and wants to share my knowledge and understanding with you.