Are you thinking of reaping the benefits of Sage 50 accounting software application by converting from QuickBooks software? Have you been just assuming how challenging would be the conversion process of your accounting and business related data from QuickBooks Desktop? Well, put your dreads to rest now as we are here to make things simple for you.
This article aims to explicate in detail some of the simple methods that users can use to migrate the QuickBooks to Sage 50 Accounts at their fingertips.
Steps to Data Migration QuickBooks to Sage 50
Before you get all set to transfer your data to Sage 50, you have to finish all the processing in QuickBooks. Make sure you keep a printout of the given reports, which you can use later while transferring your data to Sage 50 Accounts.
You need to print the following:
💠 Mandatory Report- You can find this in QB
💠 Trial Balance – Go to Reports > Accountant & Taxes > Trial Balance
💠 Client outstanding balances – Go to Reports >Clients & Receivables > Open Invoices
💠 Merchant balances – Go to Reports >Merchants& Payables > Due Bills Fact
Read Also-: Sage Data Migration Errors
Total Time: 35 minutes
Exporting your QuickBooks Data
You need to export the following data in the manner as mentioned below:
Client Records
💠 Click on Client, then Client Centre > Excel > Export Client List > Advanced.
💠 Uncheck the following check boxes:
💠 Space amid columns
💠 Take account of QB Export Guide log
💠 Press OK.
💠 Generate new log in the new workbook and then press Export.
Merchant Records
💠 Go to Merchants, then to Merchants Centre > Excel > Export Merchant List > Advanced.
💠 Clear the following check boxes:
💠 Space amid columns
💠 Take account of QB Export Guide log
💠 Press OK.
💠 Generate new record in new workbook and click Export.
Merchandise Records
💠 Go to Reports > List > Item Listing > Excel >Generate New log> Advanced.
💠 Clear the following check boxes:
💠 Space amid columns
💠 Take account of QB Export Guide log
💠 Press OK.
💠 Generate new record in new workbook and click Export t.
Preparing your Data for Import
Before you start with import process, you need to make changes in the files you’ve exported and, simply with the use of Excel.
💠 Client records
💠 Merchant records
💠 Merchandise records
Setup your Sage 50 Accounts
When you are ready with records to be imported, try to setup Sage 50 Accounts. If you find any difficulty setting up your Sage 50 or Peachtree account, consult our Sage experts at Accounting Problem software help number.
Import your Records
💠 Here are some quick steps to import your records:
💠 Go to Sage 50 Accounts, then to File > Import >Press Yes to exit from any opened files.
💠 Ensure to take a backup at this time. For this, select Backup and perform the guidelines that appear on the screen.
💠 Press the Next tab.
💠 Go to the Data type list, choose the category of data you want to import >then press Next.
💠 Go to the Data source; choose the format of the data you wish to import. If the data doesn’t have a row of captions, edit the First row that have headers check box.
💠 Click on Browse option to find and click on the file for import, then Open.
💠 Press on the Next tab.
💠 Make use of the Field mappings to connect the imported data to the right fields in Sage 50 Accounts.
💠 Save your mappings by clicking on Save Map.
💠 Finish the Imported Field column as essential, select the related field from the drop-down list. To delete the selected preferences and begin again then click uncheck Map.
💠 Obligatory fields are stroked with an asterisk sign. Ensure all obligatory fields has an equivalent Imported Field.
💠 Once all of the prerequisite fields have been recorded, press on the Next tab.
💠 If the summary facts are accurate, to initiate importing data > press Import.
💠 Exit from the Import Results dialog box and get back to your Sage 50 Accounts desktop >Exit.
Record your Opening Balances
💠 Enter the opening balances details based on reports you printed out at the beginning of the conversion process.
Conclusion :
Still unable to successfully convert the QuickBooks to Sage 50 Accounts or wish to know more about more about the application, take the advice of our AccountingProblem Sage 50 Help Desk at our product help.
