Instant Steps to Migrate Sage 50 to
QuickBooks Online
Due to QuickBooks Online's dependability and efficacy, replacing Sage 50 has become more
and more common. High-performing accounting software is essential for long-term business
growth and effective financial management, and QuickBooks stands out for offering superior
bookkeeping services. This blog can help you migrate Sage 50 to QuickBooks Online.
This blog aims to provide secure, in-depth instructions for moving and converting your data. If
you want to enhance your financial management abilities by switching from Sage 50 to
QuickBooks Online, this article will help you navigate possible roadblocks and guarantee a
smooth transfer.
Easily improve your accountancy! Our knowledgeable staff specializes in smooth Sage
50 to QuickBooks Online conversions, ensuring your financial data transfers accurately
and securely. Contact us today on +1.833.802.0002 for a smooth transition to better
bookkeeping.
How To Transfer Data From Sage 50 to QuickBooks Online?
These steps will help you transfer data from Sage 50 to QuickBooks online.
Step 1: Pre-Conversion Checklist Tasks in Sage 50
Before converting Sage 50 to QuickBooks, complete these essential tasks.
:
1.
File your taxes based on Sage 50 data at the end of the tax period before starting a new period in
QuickBooks Online.
2.
Check the Integrity of Your Sage 50.
3.
Verify the default account number for profit and loss reconciliation has not been altered to prevent
duplication in QuickBooks Online.
4.
Assign appropriate amounts to transactions in the suspense account.
5.
Match Outstanding Payments and Sales.
6.
Match any credit notes and pending payments with their respective invoices.
7.
Check general ledger balances as of the conversion date by running Aged AR and Aged AP reports.
Correct any errors and perform an integrity check if necessary.
8.
Clean Up and Repair Your Sage 50 Database
9.
Rebuild Your Sage 50 Data File and compress the data files.
Step 2: Begin Converting Your Sage 50 Data to QuickBooks Online
Fill out the online form on our website, which will direct you to the Dataswitcher Conversion
Wizard.
Dataswitcher Conversion Wizard Steps:
Step 1: What You Need to Know
1.
Review the pre-conversion checklist.
2.
Reset your QuickBooks Online account.
3.
Do not use QuickBooks Online until the conversion is complete.
4.
When ready, select 'Let’s do it'.
Step 2: Contact Details
1.
Provide your company name.
2.
Enter the email address of the person responsible for the conversion.
3.
Select 'Next' or sign in with your Intuit ID.
Step 3: Choose Your Plan
1.
Select the Pro plan and then select 'Continue'.
Step 4: Review Your Selection
1.
Review the default data to be converted and optional extras.
2.
Select any optional extras you need.
3.
Select 'Confirm' to continue.
Step 5: Prepare Your Data
Confirm completion of mandatory pre-conversion tasks:
1.
Reconciled all accounts in Sage 50.
2.
Completed tax reporting in Sage 50.
3.
Extracted all open invoices and credits from Sage 50.
4.
Extracted required reports from Sage 50 as per pre-conversion steps.
5.
Verified use of the accrual accounting method.
6.
Reset QuickBooks Online.
7.
Upload your Sage 50 file:
8.
Select 'Browse' on your computer, choose your Sage 50 file, and select 'Open'.
9.
Select 'Confirm' to upload your file.
Step 6: Data File Checks
1.
Dataswitcher will check your QuickBooks Online account settings to ensure it’s ready for
the converted data. This process takes a few minutes.
2.
Once complete, select 'Start' to send your Sage 50 file to Dataswitcher.
Step 7: Move Your Data
Dataswitcher will confirm the start of the conversion process and provide a URL to track the
status of your conversion at any time.
This blog aims to help you migrate Sage 50 to QuickBooks Online with easy steps. However, if
you require any additional assistance, feel free to contact our team at +1.833.802.0002. Our
team of expert professionals is available anytime.