How to Convert QuickBooks File to Sage 50?

Updated On: February 6, 2025 5:57 am

It is possible to easily convert the QuickBooks company data into the Sage 50 format. Here, Sage 50 can convert most QuickBooks lists, such as customers, accounts, vendors, employees, items, jobs, transactions, and current balances.

It is recommended that you review the details once you click the links on the Welcome Screen. This will help ensure your company is converted as quickly and smoothly as possible.

Which versions of QuickBooks can one convert from? Well, it is possible to convert from versions up to three years previous. However, when converting a QuickBooks company to Sage 50, you must make quite a few choices about how you want the converted company to work within Sage 50. Lastly, the QuickBooks to Sage 50 Conversion wizard will help you with this decision-making.

Note: The user can cancel out of the utility at any time you want to.

Before Starting to Convert Quickbooks File to Sage 50

Before starting the process of conversion, it is important to make sure that the company is set up in such a manner that Sage 50 will be able to properly convert the company information.

Also Read: Convert from Sage 50 to QuickBooks Desktop

How to Start Convert Quickbooks File to Sage 50?

To start the conversion Wizard, you need to follow the below steps:

• Go to the File menu
• Now, select Convert a Company.
• Next, Select the QuickBooks radio button
• Finally, click OK.

The Conversion wizard can also be started by choosing to launch a QuickBooks company in Open Company. The other option is to:

• Select Convert from another accounting program within the Start Screen
• Next, select the QuickBooks radio option
• Finally, click OK.

Using the Conversion Wizard

The Conversion wizard comprises a series of windows with instructions and options. The first window, which is the Welcome to the QuickBooks to Sage 50 Conversion window, shows the types of things you need to do within QuickBooks before you start the conversion. After you are ready to start the conversion, you can click the Next option to continue. The windows that make up the wizard are:

The QuickBooks company you are converting: Within this window, you can select the QuickBooks company you wish to convert.

What would you like to convert?: Here, you can select the QuickBooks data you wish to convert. When you select to convert some transactions in addition to lists, you can select the transactions according to the date range.

Open Company in QuickBooks: It is important to have the company open in QuickBooks before you start to convert.

Loading QuickBooks Company: This screen will be displayed while your QuickBooks company information is being loaded so that it can be converted into Sage 50.

Review Account Numbers: Sage 50 needs those accounts that make up your chart of accounts to have Account IDs. Sage 50 will automatically create IDs for these accounts. It is possible to edit them here if you wish.

Specify quote good-through dates: When you are converting to a Sage 50 Premium Accounting or Sage 50 Pro Accounting company, the estimates from your QuickBooks company will be converted into Quotes within Sage 50. This way you will also have the opportunity to enter good-through dates related to them.

Specify proposal complete-by dates: When you are converting to a Sage 50 Premium Accounting or higher company, the Estimates from the QuickBooks company will be converted to Proposals within Sage 50 and you will have the chance to enter a complete-by date for them.

Select an accounting method: This window asks whether you require your converted company to use the accrual or cash-basis accounting method.

Choose the first period of your fiscal year: Within this window, you will have to answer questions for setting up the fiscal year. The first question might previously be answered according to the information from the QuickBooks company.

Choose the sales and expense defaults: This window questions you about the general ledger accounts that you wish to use as the default expense and sales accounts for your converted company.

Ready to Convert: Here you can check out the summary of all conversion options you have selected within the previous windows. You can either go ahead with the conversion or use the Back option to return to the previous windows and make any required adjustments. You can also select to review the lists of information that can be converted before the conversion when required. Once you are satisfied with the conversion options displayed, press the Next option to review the lists or to start the process of conversion.

Review Lists: You’ll see this window if you choose to review lists before starting the conversion on the Ready to Convert window.

Conversion in Progress: This window is displayed as your data is being converted.

Set up Employees and Payroll: If your QuickBooks company has employees, you will see multiple windows that allow you to set up your payroll system prior to starting Sage 50. You can skip these steps if you wish to.

Conversion Complete: This window allows you to know that the conversion is complete. You can take a look at the conversion log to see what was converted and any errors that were encountered if you wish.

What should I do after conversion: This screen offers you a checklist and helpful links related to what you need to do to finish setting up your company within Sage 50 and to start using it.

Note: The Conversion wizard converts all QuickBooks data that can be converted into Sage 50. You do not have the choice of which items of data are converted. When you decide to convert data to Sage 50 a second time, it is necessary to complete the conversion process again.

Also Read: Convert QuickBooks Online to Sage 50

Conclusion!

So, there you have it friends, these are some of the aspects regarding How to Convert QuickBooks Files to Sage 50. Was this article helpful? Do share your thoughts with us and we would love to hear from you.

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