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ChiColorLabel
Level 3

Sage 50 Conversion - QB Bills missing item

After converting Sage 50 to Quickbooks Desktop Enterprise this weekend, we noticed the converted QB bills do not have an item. Only the item description was converted over.

 

Does anyone know why this is and does it need to be corrected or is there no requirement for the item number in a bill?

2 Comments 2
Maybelle_S
QuickBooks Team

Sage 50 Conversion - QB Bills missing item

Glad to see you in the Community space, @ChiColorLabel.

 

We can import your bills so the items will be shown. You can use the different file formats in QuickBooks Desktop. First, import them manually through MS Excel files.

 

See this article for the detailed steps on importing each data format: Import and export data in QuickBooks Desktop.

 

Another option is using a third-party app to transfer your files. You may want to visit our Intuit Marketplace for a list of applications that you can use for bringing data in or out of QuickBooks.

 

To give you the complete details on what are the things that you'll need to check before the conversion, please see this link: 

Convert from Sage 50 to QuickBooks Desktop.

 

I’m adding this resource to serve as your reference when using the tool: Use Sage or Peachtree conversion tool to convert to QuickBooks Desktop.

 

Know that I'm always here to assist you if there's anything else you need. Thanks for coming, and have a good one!

Fiat Lux - ASIA
Level 15

Sage 50 Conversion - QB Bills missing item

@ChiColorLabel 

As another option, consider purchasing a 3rd party conversion service

 

The following is a list of what is converted:

Chart of Accounts
Customers List
Jobs List
Vendors List
Employees List
Other Names
Items List
Assembly Builds
Inventory Quantities and Values
Invoices
Customer Payments
Credit Memo
Sales Receipts
Bills
Vendor Credits
Vendor Payments
Checks
Journal Entries
Item Receipts
Inventory Adjustments
Liability Adjustments
Paychecks (as Journal Entries)
Payroll Liability Checks
Sales Tax Payments
Transfers
Estimates
Sales Orders
Purchase Orders

 

What we don’t convert?
We make your move to QuickBooks as quick and painless as possible by converting all core accounting information. However, since our conversion software needs to talk to the QuickBooks software, we have to work within the limitations it imposes. This means that there are some things you will have to do post-conversion. The following information is not converted:

Bank Reconciliation (You will need to do a single bank reconciliation after the conversion. We will send you instructions to do this.)
Paychecks are converted as Journal Entries (Importing Paychecks is not supported by QuickBooks)
Employee YTD information
Employee Payroll setup data is not converted (Sick Pay, Vacation, Direct Deposit information, Pay rates, Tax setup including Withholdings, Deductions, etc.)
Individual employee wage or deduction information
Custom templates
Jobs are not attached to transactions
Budgets
Fixed Asset Items (This is only applicable if your Sage 50 data file is linked to Sage 50 Fixed Assets)
Work Tickets
Posting and Non-posting transactions after the current date are not converted
Closed or partially closed Sales Orders, Purchase Orders, and Estimates
Sage 50 handles inventory differently compared to QuickBooks. You may need to add adjustments in the data file prior to using QuickBooks. .
QuickBooks handles Sales tax differently compared to Sage 50 and you may need to make Sales Tax Adjustments prior to using QuickBooks
Sales Tax items are converted to QuickBooks but Customer Sales Tax defaults are not assigned to customers.
The default conversion converts all years of unpurged transactional data from Sage 50 to QuickBooks. If you want to convert a subset of the data, you will need to run the Purge Wizard in Sage 50 on a copy of the data file prior to sending us the backup for conversion.
Attachments are not converted because the QuickBooks SDK does not support it at this time
We try to map every available field in Sage 50/Peachtree to the corresponding field in QuickBooks. In some cases, fields are not compatible and are not transferred over. You will need to manually enter such fields after the conversion. Examples of such fields are vendor default account numbers, preferred vendors for inventory, multiple shipping addresses for customers, and default Customer Sales Tax settings.
All conversions are completed using the default settings. Additional customizations may be possible if requested ahead of time. Additional programming fees will apply.

 

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