Moving over from Sage

Welcome to the QuickBooks Community, Stuart25.

I'd be glad to provide some info about the migration process.

To move your data from Sage to QuickBooks Online, you will need to use a third-party conversion service. Dataswitcher is our data migration supplier available to help you with the transition.

You can check the limitations, migration requirements, and what will happen after the conversion in this article: Our comprehensive guide to Dataswitcher.

In addition, once your data file is uploaded, the Dataswitcher tool can take up to 48 to 72 hours to complete the conversion.

If you have any additional questions, you can always leave a reply on this thread. I'll be around to help you out again. Have a good day ahead.

@Stuart25 

Do you need to migrate data from Sage to QB Online UK version?

https://quickbooks.grsm.io/UK

Contact us in private for assistance.

What we Convert
Chart of Accounts(We do custom mapping as well)
Customer Details
Supplier Details
Opening Account Balances
Aged Receivables
Aged Payables
Classes
Bank Transactions (Includes Invoice payments, Bill payments, and other Bank Transactions) (All Bank Transactions reconciled as it was done in SAGE)
Credit Card (converted as QBO Bank Accounts)
Invoices and Credit Notes Detailed
Bills and Bill credit Detailed
All Manual Journals
Inactive Contacts/Accounts can be brought over on special request
The entire conversion and matching of Reports are done on ACCRUAL Basis.
We make our best attempt to give you the exact image of your SAGE data, however, due to the limitations of few fields which are different in SAGE and QBO, we might have to use some workarounds to bring the transactions.

What We Don't Convert (additional fees may apply)
Expense Claims
Tracked Inventory
Payment Terms
Deleted/Void Transactions
Transaction lines with Nil Values
Individual Pay Runs for the conversion period
Sales Rep
Customer Jobs
Attachments
Unreconciled Transactions
Allocation of Invoices or Bills against credit notes
We are specialist in converting core financial information and we try our best to bring the other non-financial information as well, however, because of the limitation of APIs of both software’s, we might not be able to get few fields.

Workarounds
Chart of Accounts - Sub Accounts in SAGE are converted as Independent Accounts in QBO
Chart of Accounts - Inactive Accounts, if used in SAGE in the conversion period are turned as Active Accounts in QBO
Open Receivable and Payable Invoices shall contain only single line showing the unpaid balance of Invoice in QBO
Custom Sales Tax Rates are converted into standard Sales Tax Rate with "Tax Adjustment" entry as a separate line item in QBO
Inter Bank Transfers may be converted through a Clearing Account in QBO
System Accounts like Retained Earnings, VAT control Account are used in QBO for their counterpart accounts in SAGE
We bring inventory details like name, code, description, sales account, purchase account, sales price, purchase price etc. Since we don’t do tracked inventory, as part of the migration, we import all the items as "non-inventory" type in QBO and after the completion of the migration, you need to manually change the type from 'Non-Inventory' to 'Inventory' and add the quantity on hand manually for each item
In multi-currency files, while feeding the opening balances on the conversion date, QBO would use the same exchange rate for the conversion date for all the multi-currency accounts. This might cause a difference in the debit and credit side of the trial balance.
Rounding can be different in QBO and SAGE because of the data precision techniques used in both software.
Blank Bill reference Numbers and Invoice reference Numbers:- In case we find any invoice or bill without a number, we use a dummy number example for Bills:- Bill1, Bill2 and for Invoices - Inv1, Inv2.
Duplicate reference Number in bank transactions or invoices/bills:- In case we find duplicate reference numbers then we use transaction numbers instead of reference numbers or make the numbers unique by appending an extra character with a hyphen
Limitation of Reference number:- QBO have limitations of 20 characters for Reference number thus for the reference numbers more than 20 characters we have to trim them to 20 characters.

Multi-Currency
Multi-Currency Transactions (brought over in same currency as they were fed in SAGE, same exchange rate as it was fed in SAGE)
Total Accounts Receivable in QBO shall not exactly match the Total Accounts Receivable in SAGE because of the different exchange rates used in QBO
Total Accounts Payable in QBO shall not exactly match the Total Accounts Payable in SAGE because of the different exchange rates used in QBO.

Hi,

Thanks for the reply.

How to I get things moving with regards to the Dataswitcher process?

Do I need to call the Uk call centre on Monday?

Thanks

@Stuart25 

If you want to use Dataswitcher service, you should visit the following reference

https://quickbooks.intuit.com/learn-support/en-uk/migrate-services/our-comprehensive-guide-to-datasw...

If you want to consider our conversion service, send your message in a private message to us. 

Hi Fiat Lux,

Thanks for your reply.

Ive been on that page several times. It just seems like a guide to actually doing it yourself, unless I'm missing something? Rather than a service that does it? So data switcher is just a guide?

I take it your service is a 3rd party one? 

Apologies for my lack of understanding on this.

Thanks

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@Stuart25 wrote:

I take it your service is a 3rd party one? 

Yes we are. 

Thanks for the reply.

Are you able to clarify the following.....

After reading through the Dataswitcher service link it seems like a guide on how to do the work yourself, as apposed to a service that does the migration. That in itself isn't a problem and I'm happy to give it a go.

However your reply suggests that "Dataswitcher is your data migration supplier available to help". I can't see any point of contact or application procedure for this service. Do I need to phone in to get further information on this?

Thanks

Many Thanks for clearing that up.

Hi,

I understand your concern. Migrating from Sage to QuickBooks can seem daunting, but it's usually more straightforward than it sounds. There are tools available, like Skyvia, that can help automate the process and reduce the risk of errors. However, if you’re not comfortable with the process, you could always hire a third-party service to help ensure a smooth transition.

It’s worth looking into these options to make the process easier and avoid costly mistakes. You can read more here.