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jennd2
Level 1

Has anyone had QBO admin assist with converting SAGE50 to QBO? Is there any support to realign customers and vendors that are in USD currency after the conversion?

 
1 Comment 1
Rebecca R
QuickBooks Team

Has anyone had QBO admin assist with converting SAGE50 to QBO? Is there any support to realign customers and vendors that are in USD currency after the conversion?

Hello Jenn!

 

You've made an awesome decision to move your data from Sage 50 to QuickBooks Online. QuickBooks Online helps you take control of your time, money, and business from any device and any place, as long as you have an internet connection. The process to convert your data is straightforward, but I know that a little extra support once you've opened up your company file in QBO is nice to have. Let me go over this with you.

 

It sounds like you've already converted your data or started the conversion process from Sage 50 to QuickBooks Online, but in case you haven't, I have a great article for you to review. It goes over the entire data conversion process from start to finish and even provides answers to questions like "What Sage 50 Data will not be converted?" and "How long will it take to transfer my data?". Check it out from the link below:

 

 

When it comes to multicurrency, it's important to note that all foreign currency data will be converted to your home currency using the historical exchange rate in Sage 50. If your customers and suppliers were imported with an incorrect currency, or you'd like to set their currency to USD, it's a simple process. I'll walk you through how this works for a supplier, and I'll leave a some links below to help you further.

 

To add a supplier with a foreign currency:

 

  1. Select Expenses from the left menu.
  2. Navigate to the Suppliers tab, then click New Supplier.
  3. Enter the supplier's name and other relevant information.
  4. Choose the dropdown for I pay this supplier with and select the currency you use to pay them.
  5. Select Save when you're done.

 

Since you cannot change the currency of an existing supplier, you'll need to make the supplier profile inactive, then follow the steps above to add the supplier again with the correct currency.

 

Check out these articles for more information:

 

 

I know how important it is to receive one-on-one real-time support when you need it, especially after converting to a new small-business accounting software. Your QuickBooks Online subscription comes with unlimited free support that you can access in multiple ways. Our highly trained agents are equipped with the tools to share your screen among other things that make troubleshooting issues a breeze. Our Community, where you've posted today, is one of those support avenues, but there are a few others that I'd like to share with you. 

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

Phone: you can reach us during the hours above at 1-855-253-1536.

Social MediaFacebookTwitter, and Instagram.

 

You're welcome to reach out here in the Community any time you need some extra support. We're here to help!

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