Import issues from Sage 50

Hi cdb2,

Welcome to the QuickBooks Online family. At QuickBooks, we strive to provide you with quality customer service, and it looks like we missed the mark. I want to turn this experience around for you and make it a positive encounter.

When you move the data from one program to another, there's information that doesn't always migrate smoothly. This is due to the different setups, programming functions, and field mapping. It is just a few minor adjustments to clean up your Chart of Accounts. 

Here's an article and a video tutorial that you can follow while making your edits: 

• Add to or edit the Chart of Accounts
• Edit your Chart of Accounts Video Tutorial

When you're going through your accounts, you can decide whether they should be subaccounts.

In the case that you have further questions, I'd be happy to help you. Have a good day!

It seems like this should be basic functionality included in Quickbooks...

In other threads there are all these cryptic posts from users asking for users' emails addresses in private messages, offering third party apps that do the import. Why doesn't Quickbooks offer this natively...

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@cdb2 wrote:

Why doesn't Quickbooks offer this natively...

 

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@cdb2 

Converting data between apps needs days or even weeks to complete and you have to focus to avoid any rework. They won't spend their resources only to convert data from another app and the user may cancel their QBO account a month later.

You may have 2 options

1. Utilize an importer tool

https://transactionpro.grsm.io/qbo

2. Purchase a 3rd party conversion service.

Contact us in private for details.

Hopefully my reply is not a cryptic one.

Hello cdb2,

Thanks for following up. I hear your concerns on this and would like to clarify the process for converting to QuickBooks Online from Sage 50. I see you've used Dataswitcher, which is great as it's our recommended process. There are some limitations that could come about from using this tool however, and that could be part of what you're running into now. I recommend checking out the Converting Sage 50 data to QuickBooks Online article. It doesn't mention what you've described with the sub-accounts specifically, but it's good to review anyway.

If you'd like assistance with getting set up post-migration or to discuss things further, I recommend connecting with a member of our support team using one of the options I'll list at the end of my response. They'll be able to help you and let you know the best way to move forward with your QuickBooks Online account.

I also welcome you to submit your feedback about this process and the conversion option available. Using the steps in our How do I submit feedback? article, you can share your thoughts with us so we can learn how the current processes impact you and consider the changes we can make. If you'd like, feel free to bookmark our QuickBooks Online Feature and Product Updates page too.

If you'd like to work directly with a member of our support team, here's how to reach us.

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > 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.

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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Wishing you the best!