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kfcoffice
Level 2

I need help converting Sage 50 to Quickbook online

 
Solved
Best answer February 22, 2021

Best Answers
Rasa-LilaM
QuickBooks Team

I need help converting Sage 50 to Quickbook online

It’s great to see you in the Community, kfcoffice.


I'm so happy to know you're considering using QuickBooks Online to manage your business.


When moving your Sage 50 data to QBO, convert it first to the desktop version. Then move the file to the online version.


To ensure a smooth process, check the system requirements for the conversion tool. There’s some information that doesn’t come over since the data is from another platform.

 

  • Payroll transactions and employee year-to-date info (paychecks, year-to-date adjustments)
  • Payroll items used to calculate paychecks (hourly and salary payroll items, deductions, medical insurance, etc).
  • Individual employee wage or deduction information
  • Fixed Assets and work tickets
  • Closed or partially closed Sales Orders, Purchase Orders, and Estimates

 

When you’re ready, perform Steps 2-6 in the following article: Convert from Sage 50 to QuickBooks Desktop.


Once done, move your desktop file to the online version. For additional resources, this link contains answers to common questions about converting from QuickBooks Desktop to QuickBooks Online.


Let me share this guide for future reference. It contains topics and articles to get acclimated to the product’s processes: Get Started.


Don’t hesitate to post a comment if you still need help with QuickBooks. Please know I'm always available here for all of your needs. Enjoy the rest of the day.

View solution in original post

Fiat Lux - ASIA
Level 15

I need help converting Sage 50 to Quickbook online

@kfcoffice 

Utilize the trial license of QBD 2021 to convert your file prior to migrating to QBO.

https:// quickbooks.grsm.io/US

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

 

View solution in original post

15 Comments 15
Rasa-LilaM
QuickBooks Team

I need help converting Sage 50 to Quickbook online

It’s great to see you in the Community, kfcoffice.


I'm so happy to know you're considering using QuickBooks Online to manage your business.


When moving your Sage 50 data to QBO, convert it first to the desktop version. Then move the file to the online version.


To ensure a smooth process, check the system requirements for the conversion tool. There’s some information that doesn’t come over since the data is from another platform.

 

  • Payroll transactions and employee year-to-date info (paychecks, year-to-date adjustments)
  • Payroll items used to calculate paychecks (hourly and salary payroll items, deductions, medical insurance, etc).
  • Individual employee wage or deduction information
  • Fixed Assets and work tickets
  • Closed or partially closed Sales Orders, Purchase Orders, and Estimates

 

When you’re ready, perform Steps 2-6 in the following article: Convert from Sage 50 to QuickBooks Desktop.


Once done, move your desktop file to the online version. For additional resources, this link contains answers to common questions about converting from QuickBooks Desktop to QuickBooks Online.


Let me share this guide for future reference. It contains topics and articles to get acclimated to the product’s processes: Get Started.


Don’t hesitate to post a comment if you still need help with QuickBooks. Please know I'm always available here for all of your needs. Enjoy the rest of the day.

Fiat Lux - ASIA
Level 15

I need help converting Sage 50 to Quickbook online

@kfcoffice 

Utilize the trial license of QBD 2021 to convert your file prior to migrating to QBO.

https:// quickbooks.grsm.io/US

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

 

kfcoffice
Level 2

I need help converting Sage 50 to Quickbook online

Thank you.  I converted to QB Simple Plan.  The conversion went smoothly and everything checked.   However, QB Simple Plan does not have the option to show YTD data on the profit and loss statement.  I wish I knew that when I choose this plan.  

Andy Bailey
Level 2

I need help converting Sage 50 to Quickbook online

Hi @kfcoffice ,

 

You might be interested to know that now there is a simpler way!  Dataswitcher now provides a rapid and secure conversion directly from Sage 50 to QuickBooks Online https://quickbooks.intuit.com/r/midsize-business/dataswitcher/
Andy
Product Director @ Dataswithcer.

Andy Bailey
Level 2

I need help converting Sage 50 to Quickbook online

Hi @kfcoffice ,

 

You might be interested to know that now there is a simpler way!  Dataswitcher now provides a rapid and secure conversion directly from Sage 50 to QuickBooks Online https://quickbooks.intuit.com/r/midsize-business/dataswitcher/
Andy
Product Director @ Dataswithcer.

HJW11
Level 1

I need help converting Sage 50 to Quickbook online

It appears that Dataswitcher only allows transfer of up to 3 years of data. Is there a way to have additional historical years included? 

Fiat Lux - ASIA
Level 15

I need help converting Sage 50 to Quickbook online

@HJW11 

You can utilize an importer tool or purchase a 3rd party service to convert the historical transactions.

https://transactionpro.grsm.io/qbo

 

trinitystores
Level 3

I need help converting Sage 50 to Quickbook online

HI Andy:

I hope it is OK that I jumped in here.  I have been trying to get information on Dataswitcher but have had little (no) luck with QB Support.  I was excited to see that you are a Product Director at Dataswitcher.

 

I want to convert Sage 50 Quantum 2023 to QBO Plus.  I have read numerous QB Support pages for all the information regarding what Dataswitcher will and will not convert.  Everything sounds great but...

 

I am reading conflicting information on the QB Support and Community pages. Some comments state that one has to first convert to QB Desktop and then to QBO.  Is this true or is this older information?

 

Also, I understand what Dataswitcher will or will not convert.  I still have concerns.  Example: The QB Sample Customer Conversion Import Sheet provides fewer fields/headings than my Sage Customer Import Sheet.  Fewer fields such as Customer ID (way important) Pricing Levels (important as I have 3 pricing levels, Retail, Wholesale, Church) and extra 5 fields for noting a customers previous ordered items for quick view.

 

Does the fact that the QBO Customer Conversion Import Sheet not have these fields/headings also mean that the Dataswitcher Conversion tool would not have these fields/headings?

 

Lastly, I am curious as to why a Google search on Dataswitcher states that the company is in the Netherlands and the links to the website seem to be broken.  I was hoping to speak to someone at Dataswitcher but even their social media sites seemed no longer monitored.  

 

I greatly appreciate and guidance and help you can provide for me.  TIA!  John, Peace

 

Fiat Lux - ASIA
Level 15

I need help converting Sage 50 to Quickbook online

@trinitystores 

As I know, they don't support to convert data from Sage 50 Quantum 2023 to QBO. You should consider purchasing another 3rd party conversion service to do so.

trinitystores
Level 3

I need help converting Sage 50 to Quickbook online

QB Support says that I can convert Sage 50 2023.  Why do you say that I cannot?

Fiat Lux - ASIA
Level 15

I need help converting Sage 50 to Quickbook online

Sage 50 to QBO US version, correct?

https:// quickbooks.grsm.io/US

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

 

You can visit the following reference

https:// quickbooks.intuit.com/learn-support/en-us/help-article/data-systems/convert-sage-50-quickbooks-online/L2KaBZceF_US_en_US?uid=lbqt3ja6

 

Product version requirements

Sage 50: You must be using the US edition of Sage 50cloud (formerly Peachtree) 2009 - 2012 or Sage 50 Accounting 2013 - 2017.

 

Sage 50 2023 is not available. I'm not sure if this information is still valid even though it was updated 2 weeks ago.

trinitystores
Level 3

I need help converting Sage 50 to Quickbook online

Yes. Thanks. I have already read all the information you provide here.

 

Especially interesting is this info: 

Product version requirements

Sage 50: You must be using the US edition of Sage 50cloud (formerly Peachtree) 2009 - 2012 or Sage 50 Accounting 2013 - 2017.

 

I referred to this when I spoke with QBO Support.  They said two things.  One is that my 2023 version of Safe 50 should work.  Two, they stated that this information from their QB Support page seems odd.  Why would only Sage 50 versions between 2009 and 2012 and between 2013 and 2017 work?

 

Do you have any insight to this?  It does not seem logical to me either that only these date ranges would work.

 

Finally, I went to your website.  I did not see where I could inquire about the feasibility and cost of your company helping me with this conversion. I am not sure if we are supposed to include email addresses on this site.  But my email is [email address removed].  Perhaps you could email me some additional information.

   

 

Fiat Lux - ASIA
Level 15

I need help converting Sage 50 to Quickbook online

@trinitystores 

We may only allow sharing of email addresses in private messages. You can visit our website again to find our email address and send us an email.

Andy Bailey
Level 2

I need help converting Sage 50 to Quickbook online

Hi John,

 

Thanks for your questions, I'll try to answer them all here.

1. We've recently updated our conversion to support the 2023 version (and have supported v2022 for some time - the document must be out of date).   

2. The conversion is directly from Sage 50 Peachtree v2023 to Dataswitcher - there has never been a requirement to move to QuickBooks Desktop first (this may be something Intuit previously offered internally).

3. We don't specifically support the Quantum versions of Sage 50, however many customers have migrated their data with us without issue as the database structure is the same for the other versions.  I don't anticipate any issues, however you can always run a "test" conversion first if you're unsure.
4. QB Sample Customer Conversion Import Sheet - we don't use this.  Again it must be a legacy Intuit service.
5. Dataswitcher operates globally and is based in the Netherlands.  Our URL is https://dataswitcher.com/.  Thanks for highlighting that this didn't work - I'll check our links to make sure they're up to date.

Please feel free to private message me here if you would like to discuss further.

Kind regards 

Andy

trinitystores
Level 3

I need help converting Sage 50 to Quickbook online

Thank you so much Andy for the prompt and clear reply.  I am going to try a test conversion in a few days.  I will status you after the test. Thanks again!  Peace, John

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