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Level 1

Switching over to QBO from Sage50

I am switching from Sage50 to QBO for our new fiscal year which has started this month. I planned to wait until I received closing entries from our accountant before importing the company to QBO from Sage50. However our accountant just informed me that it may take a couple of weeks as they are moving. Would you recommend I import the company without the closing entries, or is it much less complicated if I wait for closing entries first, and continue in Sage50 for now? 

2 Comments 2
QuickBooks Team

Switching over to QBO from Sage50

Hi R3b3l0,


Thanks for reaching out here.  Welcome to the QuickBooks family!  I'd be happy to provide more information so you're on the right track for a successful transition.


When moving your Sage 50 data, it's important to remember that it can't be migrated into a QuickBooks Online Company that has existing data.  You would have to cancel the existing QuickBooks Online company and start a new account.  For this reason, it's best to wait until you've received the closing entries from your accountant before converting Sage 50 data to QuickBooks Online


Please don't hesitate to contact Sage 50 support, if you have additional concerns.


Let us know if you have other questions.  We'd be glad to assist!

Fiat Lux - ASIA
Level 15

Switching over to QBO from Sage50


You need to convert data from Sage 50 to QBO CA version, correct?


I would recommend waiting for your accountant to finish their work first before converting the data to QBO. For now, register your transactions on XLS and you can import them later into your QBO.


Another option is to open a trial account for QBO and you can register transactions for the new fiscal year up to 2 weeks ahead. Once your accountant has finished their work, convert your data from Sage as a first step and migrate your data from the trial account to merge it into your primary QBO account using the migration tool. You may also consider purchasing a third-party conversion service if needed.


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