If you are looking to convert from Sage 50 to QuickBooks Desktop then you should use the QuickBooks Conversion Tool. with the help of this tool, you will be able to move your accounting data automatically. We have mentioned below the steps of downloading the tool and how you can use it in detail.
Step 1: Review the conversion requirements
You need to check your system requirement before you start the process of conversion tool.
|Operating System:||Windows 10 Version, Windows 8.1 Version, Windows 8 Version|
|Processor:||500 MHz Intel Pentium II (minimum)|
|Memory (RAM):||512 MB (minimum)|
|Hard Drive:||Free space 2.5 GB (required)|
|Microsoft .NET System:||Version 2.0 (minimum requirement)|
|QuickBooks Desktop Software:||Pro, Premier, or Enterprise 2018 or the latest version|
|Sage 50:||Version 2013 and the latest version|
Learn what converts
What you can convert:
- You can convert the Account, Employee, Item, Customer, and Vendor lists
- Account balances can be converted.
- Customer and vendor transactions
- Employee profile and contact info
- Payroll General Ledger account balance info
- Paychecks (convert as journal entries)
What you can’t convert:
- You will not be able to convert the Payroll transactions and employee year-to-date info (paychecks, year-to-date adjustments)
- You cant convert the Payroll items used to calculate paychecks (hourly and salary payroll items, deductions, medical insurance, etc)
- Individual employee wage or deduction information
- Fixed Assets
- Work tickets
- Closed or partially closed Sales Orders, Purchase Orders, and Estimates
Also, you need to remember that you can convert the versions of Sage 50 and QuickBook Desktop to the same place. So if you are using a US version of Sage 50, then you need to convert it to a US version of QuickBooks Desktop.
Step 2: Prepare for the conversion
Important Note: If you want to avoid conversion tool error then you need to make sure to save your file locally.
- If you have not done it then you need to install QuickBooks Desktop on the same computer as Sage 50.
- Then you need to make sure that your Sage50 and QuickBooks Desktop data are saved on your local hard drive. If it isn’t then you need to move it to your local hard drive before you start. If you are hosting a file on a server then the conversion tool encounters an error.
- You need to create a backup of your Sage 50 data before you start the process.
Step 3: Setup Sage 50
Important Note: You need to make sure that you have admin user access to do this process.
- First, you need to open Sage 50 and then the fike that you want to convert
- Then You need to select maintain from the main menu.
- Now you have to select Users and then Setup Security.
- Then you need to select the Data Access/ Crystal Reports tab.
- Here you need to select With the following login Detail option.
- Then you need to select Change and set a password for the transfer.
Note: Make sure that the new password should have within 8 character limit and if it will exceed then your conversion tool will not work.
- Once you set your new password select OK and then close Sage 50.
Step 4: Download the conversion tool
- Go to Download the QuickBooks Conversion Tool.
- Then check and open the folder you saved that downloaded file to.
- Then you need to right-click on the QuickBooks Conversion Tool icon, Then choose the Properties.
- Then you have to select the checkbox to process this program compatibility under compatibility mode then select the Windows operating system that you are using from the list.
- Now select OK.
- Here you need right click on QuickBooksConverstionToolSetup.exe and then Press on Run as Administrator.
Step 5: Convert your data
- From the conversion tool, you need to select Browse.
- Then you need to find and select the Sage to company file that you need to convert.
- Go to the Pervasive 32-bit ODBC engine DSN Setup window and then you need to select your Sage 50 company file from the Database Name dropdown menu. Then you have to select OK.
- Then you need to enter the Sage 50 password you have created and then select Next.
- Now you need to choose the QuickBooks Desktop version and edition that you are moving tour sage data into, Then you have to enter the company file name in the name field.
Note: Please note that you are not allowed to use any special character (:<?*&/ etc) as due to this you will get failure.
- Then you select the Browse and choose the folder where you will save the converted data, then press Next. If you don’t select a folder then it will save in My Documents by default. If you have selected a folder we will be suggesting to import it into a file that is 2 folder maximum.
- Then you need to review what you entered. If everything is OK then select Convert File to Start the conversion. It will help you to launch the QuickBooks Application Certificate window requesting access to the company file.
- Now to allow the application to choose “Yes, prompt each time,” then select continue.
It will take some of the conversion of your data, once it will be done successfully you will know by this tool.
- If it is completed successfully then you can go to Step 6.
- If it failed then there may b some error happen during the conversion, Then you should contact professional to get the solution.
Step 6: Review the conversion
After the tool is finished you need to select Open in QuickBooks. Then you need to review your data in QuickBooks and check if everything is there. Then you can start the review the transfer log:
- First, you need to open the Windows Start menu.
- Then check and open the File Explorer.
- Then you need to go to C:\USERS\[Your Windows User Name]\My Documents\Intuit\QuickBooks.
- Then you need to review the failed transaction log file in the folder. It will let you know if there is any data that failed the transfer process.
- Once you have done with the log review then you can go ahead.
We hope you like this article and understand all the steps to Convert from Sage 50 to QuickBooks Desktop. We have mentioned all the steps in very simple language so you can understand them easily and apply the same to convert your data.