Comparensive Guide to Upgrade Sage DacEasy to Sage 50

Updated On: October 23, 2024 7:01 am

Once the user is ready to upgrade Sage DacEasy to Sage 50 and is wondering about the various details included while using, the available tool required to migrate from Sage DacEasy to Sage 50. After you have been running Sage DacEasy for quite some time, then Sage 100 might be better suited for long-term Sage DacEasy customers. Moreover, you can schedule a side-by-side comparison and call for promotional software pricing. So what is included in the Guide to Upgrade Sage DacEasy to Sage 50?

All that Gets Upgraded When Converting from Sage DacEasy to Sage 50

Here is included a Sage utility that assists you in converting Sage DacEasy accounting information to Sage 50 Accounting, the U.S. Edition. Once you start the conversion, a couple of questions need to be answered. Nevertheless, the Sage DacEasy conversion to the Sage 50 program also consists of only a limited amount of information, as well as summary balances for customers and vendors.

The Different Approach When Upgrading to Sage 100 from Sage DacEasy

Sage 100 is quite a robust application, so the process has quite a few more steps. The best part is that you can arrange for a discovery call for Sage 100 for a demo on how your business might benefit from using Sage 100; what’s more? It is a free call!

Upgrading Sage DacEasy to Sage 50: Understanding via an Example

To start with, the Sage DacEasy to Sage 50 conversion only brings over the customer-level balances. However, for this, the user only needs the individual accounts receivable customer balance by invoice. The details recommended are the customer invoice number, date, and balance due at the time the user completes the Sage DacEasy to Sage 50 upgrade. A lot of customers are fielded who use this utility and discover that they require help. When converting Sage DacEasy to Sage 50, you can also arrange a call for support and assistance.

The Reason for Sage DacEasy to Sage 50 conversion to not bring over all the details

Mainly due to the program differences within the record layouts between Sage DacEasy and Sage 50, the detailed transaction information cannot be converted. However, there are a couple of steps that a user can take to make the conversion process run seamlessly. It is recommended that you review the list of what gets converted and what does not get converted from Sage DacEasy to Sage 50 to be able to help you better prepare for the migration process.

All that gets Converted from DacEasy to Sage 50 and What Does Not:

One main difference between Sage 50 and DacEasy is that DacEasy is a modular system that assists the user in installing individual programs like payroll, job cost, and accounting. On the other hand, it is an all-inclusive fully integrated accounting solution. After the software has been installed you can automatically gain access to everything including inventory, payroll, and job costs.

Once upgrading from DacEasy to Sage 50 all of your demographic listing information such as Customers, Vendors, Inventory, Employees, Chart of Accounts, and summary Balances can be converted to Sage 50. Likewise, the detailed transaction information will not. Check below the chart for details on what gets converted through the Conversion Utility.

All that Gets Converted from DacEasy to Sage 50

Once upgrading from Sage DacEasy to Sage 50, let us take a look at what Is Converted. Below is the list of what gets converted:

The Company Information:

• Company Name/Address: confirmation required during conversion
• Phone Number 1
• Fax Number
• Federal ID
• State ID
• E-mail Address

General Ledger

• Account Names and Numbers
• Account Activity, by period.
• A single Beginning Balances
• Account Group: category names may change slightly, as in Current Assets becoming Other Current Assets.

Accounts Receivable

• Customers, including Names and Codes
• Contact
• Bill to Address
• E-mail Address
• Phone Numbers 1 and 2
• Fax number
• Country
• Alternate Customer Addresses (only the first 9 will be converted)
• Salesperson, located in Maintain Employees/Sales Reps
• Pricing Level Defaults
• Payment Terms
• Sales Tax Codes
• Current Customer Balances
• Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
• Default Credit Status
• Default Account Group
• Default Credit Limit

Accounts Payable

• Vendors, including Names and Code
• Contact
• Vendor Address
• E-mail Address
• Tax ID
• Phone/Fax Numbers
• Contract Labor (1099 Vendors)
• Shipping Method
• Vendor Type
• Credit Limit
• Default AP Accounts
• Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
• Terms

Inventory

The Inventory comprises the following:

• tem Defaults
• Master Items
• Product Code and Description
• Bin
• Quantity on Hand
• Minimum On-hand Quantity (also known as Minimum Stock in Sage 50 Accounting).
• Reorder Quantity
• Purchase Measure (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
• Purchase Fraction (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
• Selling Measure (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
• Sell Fraction (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
• Sales price
• Weight
• Price Breaks
• Serial Numbers (only for Sage 50 Premium Accounting and higher, with some limitations)
• Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)

Payroll •Employee Code (ID)

The Payroll Employee Code comprises of the following:

• Employee Name
• Address
• E-mail Address
• Phone Number
• Social Security Number
• Termination Date
• Pay Amount
• Overtime 1 & 2
• Federal, State & Local Allowances
• Additional Federal, State, & Local Withholdings
• Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)

Sales Taxes

The Sales Taxes comprises of the following:

• Tax Code (ID)
• Tax Description
• Tax Rate

Jobs

The Jobs category comprises the following:

• Job Code (ID)
• Job Description
• Job Manager
• Customer Code
• Contract Number
• Percent Complete
• Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
• Phases and Sub-Phases

All that Does not get Converted from DacEasy to Sage 50

Let us take a look at some of the aspects that does not gets converted during the upgrade:

Company Information

This includes:

• Phone 2

General Ledger

This comprises of:

• Transaction Detail
• General Account types

Accounts Receivable

This comprises of:

• Transaction Detail
• Account Type

Accounts Payable

This comprises of the following:

• Transaction Detail
• Account Type

Inventory

This comprises of:

• Transaction Detail
• Cost/Standard
• Cost/Average
• Weight Code

Payroll

This comprises of:

• Vacation Accruals
• Sick Accruals
• Payroll year-to-date totals

Note: The user can manually enter year-to-date totals as beginning balance entries for each employee.

Sales Taxes

This comprises of:

• Purchase Tax Codes

Conclusion!

So there you have it friends, this is all that we have at the moment on Guide to Upgrade Sage DacEasy to Sage 50. Was this article helpful? Do let us know in the space below and we would love to hear from you.

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