Sage 50 Data Conversion
Updated On: January 11, 2024 10:19 am
The Data Conversion wizard has been designed for the process of converting your Sage 50 company data to an updated format. Essentially this is needed after you upgrade from a different or older version of Sage 50. At every point during the process, the wizard ensures that the options are clear and instructs you on the results of every action you might be taking
User Navigation
If you have the need to update your Data to the latest edition, follow the given steps below to convert you Sage 50 data to the latest format.
Note: Sage 50’s Data Conversion wizard only works in case of the company data that is established in the prior Sage 50 releases of equal or lesser versions. For instance, one cannot convert a Sage 50 Premium Accounting company that is a full-featured version to the Sage 50 Pro Accounting format, that is an entry-level version, even if that Sage 50 Pro Accounting format is the latest.
Read More : Convert Data from any Accounting Software to Sage Accounting
Before launching the wizard, there are certain precautionary tasks you might want to perform.
- Be sure to turn off screen savers and disable anti-virus software. Also close all other applications including memory managers. This will speed up the process of conversion p and also avoid any errors.
- Ensure you have a good amount of hard disk space available where your data is located before the process of conversion of your company. The conversion might need up to three times the size of your company data required to convert successfully. This depends on the version you are trying to convert. For instance, if your company is 6 MB, ensure that 18 MB of hard disk space is free. This does not imply that your company will triple in size. Sage 50 utilizes the extra space temporarily while converting.
Also, as the wizard needs that you backup your company data during the process of conversion you can do so before you launch the wizard if you like. Either way, backing up company data is hugely recommended. Hence it is smart to Never overwrite an existing conversion backup. How do I back up my company data?
Prior Steps to take before Sage 50 Data Conversion
- Create a backup of your company file, in case of any that may occur during data conversion.
- Open to File and go to Properties. Next, note down the Location and Name of your Company File.
- The file type for Simply Accounting edition 7.0 or less is .asc
- The file type for Simply Accounting edition 8.0 till 2007 is .sdb
- The file type for edition 2008 or higher is .sai
- Ensure the UAC (User Account Control) is turned off when processing the conversion.
- To perform this step, go to the Control Panel and open to User Accounts.
- Ensure all Firewall, Antivirus devices & Anti-Spyware is turned off when processing the conversion.
- Save your data on a local computer and launch Advanced Database Check. Next, convert the data and save them back to their original location.
Steps to Sage 50 Data Conversion
- Open to your latest Sage 50 application.
- The Welcome Screen appears with a number of options
Option 1: click on “Open the last company…” if the file shown is your file then click on OK. A message will be displayed stating about data update to a newer format. Click on Next several times until you get the FINISH option.
Option 2: click on SELECT AN EXISTING COMPANY option and then click on OK.
- On the Open Company Window, you will find the LOOK IN: FIELD. You need to change this to a folder in which your data file is located.
- Next click on your data then OK.
- A message will be displayed, stating that your data is going to be updated to a newer format. Click on Next several times to pass through Upgrade wizard then click on Finish.
Sage 50 Data Conversion Issues
There are a number of issues/errors that may arise during a Sage 50 data conversion, such as:
- Unable to Open Sage 50 after Data Conversion.
- Unable to convert data to newer edition software.
- Sage 50 Automatic Backup Issue.
- When trying to convert data file to a newer version, the conversion process fails.
- Unable to convert data from Sage 50 older version to newer version
Also Read : Sage 50 Downgrade Conversion
Final Words
So, you see, these are some of the main aspects, features and factors that are related to the Sage 50 Data Conversion. However, for further details, be sure to visit us at www.accoutingadvice.co and you are sure to discover a lot more
Accounting Professionals & Specialized Experts
Want quick help from accounting software experts? Get in touch with our team members who can install, configure and configure your software for you. Proficient in fixing technical issues, they can help you quickly get back to work whenever you encounter an error in Sage software. Our team is available 24/7 365 days to assist you. To get in touch.
Frequently Asked Questions (FAQs)
How can one Acquire Data from Sage 50?
In order to do this, we need to perform the below steps:
1. Go to the File menu, click on Select Import/Export. Sage 50 will display the Select Import/Export window.
2. Now click Select the program area and then the template to use.
3. Click on Export . This way the Sage 50 will display the window for the template you have selected with the Filter tab in front.
4. Now Select the order in which you wish for the fields to be exported from the Report Order drop-down list. For instance, select Customer ID if you wish for the records to be exported alphabetically by ID code.
5. In case you are exporting a journal from one Sage 50 company over to another, click select the date type from the Date drop-down list, and then be sure to specify the date range for which you wish to export.
6. Now Select or change the Filter Range information. This allows you to exclude and include particular details according to the type and ranges.
7. Once you are finished with the Filter tab, Click select the Fields tab.
Finally Select the Show check box for every field you wish to include in the export file.
8. The order in which they will be displayed on this window is the same order in which they will be exported. The Col # field defines the order. One can either display or hide all fields by selecting Select All or Deselect All.
9. In case any fields are not in the order you wish to export them in, then highlight the first field you want to move, now select the Move button. Click the row just below where you want to move the field. This will set the field you moved just above where you clicked. The column numbers will adjust accordingly.
10. Now Move any other fields as required, and once you are finished, select the Options tab.
11. For this, Click the arrow button inorder to select or name the export file, if required, Sage 50 supplies a default path and file name consisting of C:\, the original filename in Sage 50, and the extension .CSV. One can also type over the default if you like and specify a path or the drive letter and directory to which you wish to send the exported file.
12. Now Select the Include Headings check box if you want the names or headings of the data fields to export on the first line. This is quite useful when viewing the file in a spreadsheet program. In case you do not select the Include Headings check box, only the actual data will export.
13. Next Select an option under If Export File Exists.
14. Click Select the first option if you wish Sage 50 to confirm the operation first before overwriting the file.
15. Now Select the second option if you wish Sage 50 to overwrite the file without prompting.
16. Next Select the third option if you wish Sage 50 to prompt for the confirmation before appending the details over to the existing file. Click on the fourth option if you wish the Sage 50 to append the details to the existing file without prompting for confirmation.
17. In case you have made the required changes to the fields and wish to save it with a new name so that it can be reused, click on Save, and enter a template name.
18. To start the export process
19. Finally click OK
Is it Possible to Import Data into Sage 50?
Yes, as well as the standard import options, within Sage 50 Payroll one can import data from Microsoft Excel . XLS files or . CSV files with the help of the Advance Data Import wizard. In case you use the Advance Data Import wizard, the structure of the data does not have to conform to any templates that have been provided.
Is Sage 50 a Database?
The Sage 50 Accounting data is stored within a MySQL database. Every database comprises an SAI file that includes the profile details regarding the company data, and a folder along with an SAJ extension that includes your actual company data as well as the user security information.
What is meant by Sage 50 Import Format?
This implies to import information into Sage 50 Accounts, the user needs to save your import data either in Microsoft Excel (*. xls or *. xlsx) files or Comma-separated (*. csv) files.