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tetienne-canyonr
Level 1

Can I import data from Sage Intacct?

We are considering a move from Sage Intacct to QB Online Advanced and would need to import a massive amount of data/attachments.  Is this possible?
5 Comments 5
4Gal
Level 11

Can I import data from Sage Intacct?

You can purchase a 3rd party conversion service.

AileneA
Moderator

Can I import data from Sage Intacct?

Hi there, tetienne-canyonr. I'll help you import your data from Sage Intacct to QuickBooks Online.

 

Yes, it is possible to import data from Sage Intacct to QuickBooks Online. Sage Intacct and QuickBooks Online support data import/export functionality, allowing you to transfer financial data between the two systems. 
 

Before converting your Sage to QuickBooks Online, we'll need to convert it first to Desktop and then Online. To ensure a trouble-free data conversion, you should check a few things before using the tool.
 

  • Export data from Sage Intacct: In Sage Intacct, you can export your desired data, such as charts of accounts, lists of customers, vendors, and items, and transactional data like invoices, bills, and journal entries. Sage Intacct provides export options like CSV (Comma-Separated Values) or Excel files.
  • Prepare data for QuickBooks Online: After exporting data from Sage Intacct, you may need to reformat or convert the data to a compatible format for QuickBooks Online. QuickBooks Online supports various file formats for data import, including CSV, Excel, and QBO (QuickBooks Online) files.
  • Map data fields: Before importing the data into QuickBooks Online, you should map the fields from your exported data to the corresponding fields in QuickBooks Online. For example, map the account codes, customer names, or item codes from Sage Intacct to the appropriate fields in QuickBooks Online.

 

After correctly mapping your data, you can begin converting it to QuickBooks Desktop. To start, ensure your computer meets the minimum requirements and then download a trial of QuickBooks Desktop.

 

To discover how to transfer data from Sage using QuickBooks Conversion Tool. You can follow this article: Convert from Sage to QuickBooks Desktop.

 

Then, let's run the conversion tool. Make sure to run it with Windows administrator rights for proper conversion.

 

  1. Download the QuickBooks Conversion Tool.
  2. Go to the folder where you saved it and select the tool.
  3. Click the Run as Administrator option.

 

To learn more about the process in detail, please refer to the following articles:

 

 

Additionally, I included these articles to learn about the limitations of data conversion from QBDT to QBO, as well as help guides to familiarize yourself with the product's processes:

 

 

Feel free to reach out if you have any questions about transferring data to QuickBooks. I'm always here to assist you. Take care, and have a great day!

tetienne-canyonr
Level 1

Can I import data from Sage Intacct?

I looked into the Conversion Tool and it only talked about converting from Sage 50 Peachtree not Sage Intacct.  Please confirm.  I'm more interested in outsourcing the conversion - would attachments move as well?

 

Thank you.

4Gal
Level 11

Can I import data from Sage Intacct?

@tetienne-canyonr 

You can contact @Fiat Lux - ASIA and they can help you converting data with attachments to QB Online.

 

LollyNino_C
QuickBooks Team

Can I import data from Sage Intacct?

Hello there, @tetienne-canyonr. I appreciate your interest in choosing QuickBooks. It's our pleasure to help you in managing your business.

 

Regarding QuickBooks Online, it is important to note that not all the necessary fields are included in the program. If you choose to use the Online version, I suggest integrating it with a third-party inventory or manufacturing app such as the one 4Gal suggested earlier. It will provide you with more comprehensive features and options that can be integrated with the program.

 

If you want to convert data with attachments to QuickBooks Online, you can check for any third-party app that can help you manage your data to have them in your QuickBooks Online company. I can input the steps below so you can proceed to get one. Here's how:

 

  1. Access your QuickBooks Online company.
  2. Go to the Apps tab and then click Find Apps.
  3. In the Search bar, type Converter as your keyword.
  4. Choose the app that best suits your business needs.
  5. Once you're ready, click on the app and then press the Get app now button.

 

Check this article to learn more about importing data in QBO: Common questions about importing data to QuickBooks Online.

 

If you want to gain a detailed understanding of the process, please refer to the following articles:

 

 

We'd be happy to help you further if you have additional questions or concerns regarding migration in QuickBooks. Please leave a comment below. Have a great day!

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