Sage 50 to Quickbooks Conversion

 

We offer an industry-standard Sage 50/Peachtree to Quickbooks Premier, Pro, Accountant, Enterprise, or Quickbooks Online conversion. All versions of Sage 50 can be migrated to Quickbooks Desktop or Quickbooks Online. The conversion service will audit the results to ensure all financial reports such as theTrial Balance, Profit and Loss, and Balance sheets in Quickbooks will exactly match the original Sage 50/Peachtree data. All other financial reports including Aging A/R, Aging A/P will match as well. This is a full conversion service of all lists and all historical transactions. There are absolutely no hidden fees or post-conversion hourly 'fixup' fees compared to other conversion service providers. We have over 10 years of experience with Peachtree/Sage 50 conversions and work with Intuit ProAdvisors and CPAs across the US/Canada to help their clients convert to Quickbooks professionally and seamlessly.

Conversion Specifications:

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. Additionally, QBO only supports FIFO.
• 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.
• 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.

What to expect after the conversion?

• We will send you back a Quickbooks backup file that will restore into a new Quickbooks file on your computer.
• We will send you a detailed post-conversion checklist to get you up and running in QuickBooks.
• We will send you a report of transactions that failed to import (in most conversions, 100% of the transactions are converted).
• Sometimes the source data file will contain transactions that are allowed in Sage 50/Peachtree but not in QuickBooks. We use standard workarounds to import these transactions into QuickBooks and will send you notes on what you need to do post-conversion to handle such transactions.
• If you are using Assembly Items and/or Advanced inventory, you may need to manually add inventory adjustments to the converted data file to match quantities in Quickbooks with Sage 50. This occurs due to the differences in the way inventory is handled in Quickbooks v/s Sage 50.

How it works

The conversion process is simple and is outlined below. The Estimated Turnaround time is 2-3 business days on weekdays. We also offer an expedited weekend conversion service (upload your Sage 50/Peachtree company backup at close of business Friday for conversion by Monday morning). Do not enter anything into Quickbooks until the conversion is complete and you receive the converted Quickbooks data file.

• Step 1: Contact us to schedule the conversion. You will receive instructions to securely upload your Sage 50/Peachtree data file.
• Step 2: Locate the Sage/Peachtree backup file on your computer and upload it using the instuctions sent to you.
• Step 3: After the conversion is complete, you will receive a download link to download the converted Quickbooks data file. The Quickbooks file will open directly in Quickbooks without the need to do anything else. Also, the Balance Sheet, P&L and Trial Balance will match your Sage50/Peachtree data.