I am in the process of switching from Sage 100 to QBO. I would like to import all of my historical data from Sage 100 into QBO including transactions, etc.

Hello there, @mikeclifford70.

Let me share details on how QuickBooks Online (QBO) processes your historical data from Sage 100. This way, you'll be able to determine how to successfully import them in the system.

When you migrate your historical data from Sage 100 to QBO, you can only import the following information: 

• Customer 
• Vendors
• Products and services 
• Accounts

You'll have to use either CSV (Comma Separated Values) or XLS/XLSX file formats to import your historical data. To make sure you're importing them correctly, you need to do it in a specific order.

The first is to import your customer and vendor contacts. You can import them from Outlook, Excel, or Gmail. For the detailed steps, you can refer to this article: Import customer or vendor contacts from Outlook, Excel or Gmail. It also contains information on the things you need to know before performing the process.

Next is to import your products and services list, then your invoices, and finally your bills. Kindly check out these articles below on how to import each of them to QBO.

• Import products and services from Excel

• Import multiple invoices at once

• Import your bills

I've also added some frequently asked questions about importing data to QuickBooks Online through this article: Common questions about importing data.

Please let me know if you have other concerns. I'm just around to help.

@mikeclifford70 

There are 2 options:

1. Export your data to XLS/CSV and utilize a 3rd party tool to import the data into QBO

https:// transactionpro.grsm.io/qbo

2. Purchase a 3rd party conversion service.

Once you are ready to proceed, open a QBO account with the current discounted plan. You may get a discounted price for up to 6 months. 

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

So job costing is going to be lost in the conversion?

Thanks for joining this thread, @multi company. 

Yes, the job costing data won't be imported to QuickBooks Online (QBO) when completing the conversion process. But I've got the two alternative methods you can perform to achieve your goal. 

First, I'd suggest turning on the Projects feature in the settings. It is only available in the Plus, Advanced, and Accountant versions. This way, you can manually enter your job costing info in the program. It also helps you track your income, expenses, and profitability for each project. I'll guide you how. 

1. Go to the Settings (Gear) at the upper right. 
2. Select Account and Settings under Your Company. 
3. Go to the Advanced tab.
4. Click Projects. 
5. Check the Organize all job-related activity in one place box.
6. Choose Save.
7. Click Done. 

Once done, let's go to the Projects menu to manually create your job costing data. Then, you can add your project income and expenses from there. For more details, see Steps 2 - 3 through this article: Setting Up Projects In QBO. 

You can always run the Project Profitability report from the Project reports tab. It helps you view an itemized view of your project accounts and transactions.

Second, I recommend looking for a third-party app that can integrate with QBO. This way, you'll have an option to import the job costing data to QBO. Just go to the Apps menu or through the QuickBooks App Center.

Here are the steps for the App Center: 

1. Go to this link: http://apps.intuit.com/. 
2. Select US as the country. 
3. Enter Import Job Costing in the Search box. You can also navigate the apps from the Categories section. 
4. Choose the right app for your business.
5. Click Learn more/Get app now. 
6. Select the QBO version you're using. 
7. Hit Connect. 

For your reference, see this article: Find Apps.

Also, I'd suggest visiting this website: Importing Data Overview. It provides you answers to the common questions about importing information to QBO. 

I'll lend a helping hand if you need anything else. Keep safe always, @multi company. 

@multi company 

Do you have a plan migrating to QB Online or QB Desktop? What kind of business do you run?

Do all GL transactions like journal entries get converted this way?

Hello there, @ipar.

QuickBooks migrations depend on where your company is from and the type of transaction you want to import. However, if you're planning to switch from Sage to QBO, you can only import the Customer, Vendors, Products and services, and Accounts.

Since the journal entries can't be imported, you can follow the recommended steps shared by my colleague to look for a third-party app. You can check for supported apps through this link: QuickBooks Apps Store or from the Apps menu.

To learn more about importing transactions to QuickBooks, you may also read the details from this article: Import bank transactions in batches.

Also, you can visit our blog to stay current with the latest QuickBooks news and feature improvements.

Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!

@ipar 

If you are purchasing a 3rd party service to convert data from SAGE, you may find these conditions:

What they convert:

Chart of Accounts (They 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.
Due to the limitations of few fields which are different in SAGE and QBO, they might have to use some workarounds to bring the transactions.

What they don't convert

Expense Claims
Tracked Inventory
Payment Terms
Deleted/Void Transactions
Transaction lines with Nil Values
Individual Pay Runs for the conversion period
Attachments
Unreconciled Transactions
Because of the limitation of APIs of both software’s, they 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
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.

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 may not exactly match the Total Accounts Payable in SAGE because of the different exchange rates used in QBO.