converting from Sage

RaymondJayO · ‎July 24, 2019

Hello there, @LarrysC,

I understand how it can be frustrating when the conversion tool isn't working. I respect your decision, but I want you to know that we're here to help complete the migration.

For security reasons, running the tool needs the data access credentials. This is to ensure the correct Sage 50 company file is being converted into QB Enterprise 2019. To help fix this, I suggest going back to the first to the last steps through the article provided by my peers above: Conversion Tool.

Once converted, the Enterprise version allows you to manage your accounting and business needs efficiently and with ease. To help you get more helpful tips, tools, training videos, and customer success stories, I recommend checking out our Customer Resource Center.

In Community, we’re here on your side to get your questions answered. This way, it will help improve your experience. For more frequently asked questions about the program, here's the article you can refer to: https://quickbooks.intuit.com/enterprise/resources/faq/.

Please know that I'm just a reply away if you have other concerns. Take care.

cindyherrmann1 · ‎July 29, 2019

I have an additional question in regards to transferring from SAGE 50 to QB. How many years will Transfer over? Thanks

FritzF · ‎July 29, 2019

Thanks for joining this conversation, @cindyherrmann1.

Transferring from Sage 50 to QuickBooks doesn't require date range. All of the data from previous years will carry over, except for the following:

Paychecks (will be converted as journal entries)
Employee Year-To-Date (YTD) information
Payroll Items
Individual employee wage or deduction information
Fixed Asset items
Work tickets
Closed or partially closed Sales Orders, Purchase Orders, and Estimates

What the conversion tool can covert are the following:

Account Lists
Employee Lists
Item Lists
Customer Lists
Vendor Lists
Account balances
Customer transactions
Vendor transactions
Employee List information including contact information and Social Security number
Payroll General Ledger account balance information

For additional information, such as the system requirements and steps on how to run the conversion, check out this article: Converting from Sage 50 using the Conversion Tool.

Please post again if you have any other questions or concerns. I'm always here to help. Have a great day!

RhondaL · ‎July 29, 2019

@cindyherrmann1 If you are converting from Sage 50 to QuickBooks, I would love to give you the connection we received for data conversion. The QB tool did NOT work; it was worth every penny to have all of our historical data transferred.... ask a support person, not a sales person. We love QB, don't get me wrong, but the conversion tool, it was only good for bringing over lists..... @RhondaL

RhondaL · ‎July 30, 2019

@LarrysCO. I TOTALLY understand! I too was feeling the same way... until our Sage50 reports showed signs of corruption. If I wsn't totally sold out to Enterprise and what it could do for us moving forward, I would have moved on. I would recommend taking a look at the company we used (list above) for conversion if you are still considering. It was kind of weird at first, but they only do email communications - I think it's for "paper trail". They were fast, professional and REASONABLY priced. Hope this helps.

9130349041198536 · ‎August 10, 2020

I just purchased QBO, (I am currently using Sage 50 US) I was told by the sales rep that it was easy to transfer all of the company date (transactions, invoices, vendors, inventory etc) from my Sage program to QBO. I was also told should i have any issues, a Tech support person would jump online, log into my computer and assist. Based on that info I rang up Tech support to get the process going. Seems there is no live tech support, (or at least I could not figure out how to get them) and the person i chatted with, told me i need to call Sage tech support to get them to assist me in transferring the company date.... is this true? I have to assume there is a method of doing this, however the only one i can find is transferring from Sage 50 to QB desktop, not QB online. (my understanding is QB and QBO ae two entirely different products) Looking forward to hearing from anyone.

Fiat Lux - ASIA · ‎August 10, 2020

@9130349041198536 wrote:
I have to assume there is a method of doing this, however the only one i can find is transferring from Sage 50 to QB desktop, not QB online. (my understanding is QB and QBO ae two entirely different products) Looking forward to hearing from anyone.

@9130349041198536

You are correct. Install the trial license of QBD 2020 to convert your company file and migrate it to QBO. Otherwise, consider purchasing a 3rd party migration service.

Anonymous · ‎August 24, 2020

Hi . I want to know if you can make the conversion of a file containing data in SAGE 300 to Quickbooks premier edition 2020. We are a junior mining company and do not have customers, inventories; therefore we do not issue invoices or control inventories.

Fiat Lux - ASIA · ‎August 24, 2020

@Anonymous

You may export all of your data out to XLS and utilize TPImporter

https:// transactionpro.grsm.io/qbd

Otherwise, check our profile name and send your business email address in a private message to us. We may help to convert your company file later.

Anonymous · ‎August 24, 2020

OK I'll do it as soon as I receive the data information from the acquired company that uses Sage 300.

Thanks

Candice C · ‎August 24, 2020

Hey, @David_Sotomayor.

Congrats on making your first post here in the Community. At this time, there isn't a way to process Sage 300 to QuickBooks Desktop. However, you can convert lists and reports by saving them as an Excel .CSV file to successfully move them to QuickBooks.

Here are some lists and reports you'll need from Sage 300:

Lists

Vendors
Customers
Employees
Inventory/Items
Accounts

Reports

A/P Aging Detail
A/R Aging Detail
Trial Balance
Balance Sheet

After you have saved reports and lists, I recommend contacting our Customer Support Team to help you import this information. They have more advanced tools to ensure the data imports successfully.

If you have any other questions, please don't hesitate to ask. I'm always here to lend a helping hand. Take care!

Anonymous · ‎August 24, 2020

Thanks. I will get all that info and follow next steps as per your recommendation

Regards

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