This document provides an overview of the documents included in this zip file, a description of how they should be used and information on how to complete them. The documents should be reviewed in detail, in the order shown below.
1. Data Migration Overview – This document provides a high level overview of the migration process and should be reviewed before you begin.
2. QuickBooks to Sage MAS 90* Migration Feature Sheet – Outlines details on what data is converted when using the Sage Migration Service, including additional services that are available for a nominal fee.
3. Frequently Asked Questions about Using the QuickBooks to Sage MAS 90 Migration – This
FAQs document contains answers to common questions about the service.
4. The Customer Migration Preferences Checklist – This form is used with your Business Partner to specify the data you want to convert and how you want record IDs to be created in Sage MAS
90. This checklist must be completed and uploaded onto the Sage Migration Portal at least one week prior to your scheduled “test” conversion date.
5. Customized Field Mapping spreadsheet (optional) – The QuickBooks-to-Sage MAS 90 data conversion service offers a customizable mapping option for general ledger accounts, bank information, taxes, vendors, customers, and items. If “custom mapping” is selected in the Customer
Migration Preference Checklist, you will need to complete the Excel® workbook for each type of record that you w ant to “custom map”. This is only necessary if you want to have complete control over your numbering scheme. If you do not require this level of control, you may choose from the available auto number options in the Migration Preference Checklist (#4).
6. Database Export & Import Process – This document outlines the process that should be used to export and import your company database for a successful migration. Use it under each of the following scenarios; a. If you plan to provide your own customized Sage MAS 90 shell database. (see
#7c for more information) b. When importing your “test” migrated data into to your Sage MAS 90 system c.
When importing your final “live” migrated data into your Sage MAS 90 system
7. Sage MAS 90 shell company database zip file – You have three options for providing a Sage
MAS 90 company database in which to convert your QuickBooks company: a. Sage can convert your data into a generic company database - included in this zip file for your assessment.

b. If minor changes to the “generic” database are desired, you can outline requested changes in a text document. Sage will then use your preferences to modify the database. c. If extensive changes are needed, you can modify the generic Sage supplied database or you can create your own custom database from scratch.
8. Initial Company Setup Checklist – If you choose option 7c above, then you are required to complete the Initial Company Setup Checklist to ensure that necessary parameters are established for successfully migrating your data.
9. Post Migration Checklist – After you have imported your company, you will complete this checklist twice. First for your “test” conversion, and then again for your “live” conversion. Once you have successfully completed the checklist for the live conversion, you are ready to work with your
Business Partner to complete your Sage MAS 90 implementation.
You must upload the following completed documents to the Sage Migration Center Web Portal before
Sage can perform the “test” migration.

Customer Migration Preference Checklist (required)

QuickBooks company database (required)

Customized Mapping Spreadsheet (optional) . See 5 above.

Sage MAS 90 shell database (optional) . See 7c above

Sage MAS 90 shell database instructions (optional) . See 7b above.
After validating the “test” migration using the Post Migration Checklist, and scheduling your migration date on the portal, you must upload the following completed documents for Sage to perform your final
“live” migration.

Customer Migration Preference Checklist – only necessary if you made changes to your preferences between the “test” and “live” migration.

QuickBooks company database (required) – the most current copy of your QuickBooks company database is required.

Customized Mapping Spreadsheet – only necessary if you selected to use customized mappings and you’ve made changes between the “test” and “live” migration.

Sage MAS 90 shell database – only necessary if you opted to supply your own shell database and changes were made between the “test” and “live” migration.
Thank you for using the Sage Migration Service. If you have any questions about the process or the enclosed documents, please email the migration administrator at SageMASMigration@sage.com
.
*Unless otherwise noted, Sage MAS 90 will be used throughout this document to refer to Sage MAS 90 Small Business
Edition, Sage MAS 90 ERP, Sage MAS 200 ERP, Sage MAS 90 Extended Enterprise Suite and Sage MAS 200 Extended
Enterprise Suite.