Sage Conversion Guides
Sage Conversion Guides
Plain-English guidance on preparing, backing up, and moving your Sage data to QuickBooks -- and on Sage 50 editions, multi-currency, and Quantum downgrades. New guides are added regularly.
Moving From Sage Intacct to QuickBooks: What Specialty Contractors Should Know
Specialty contractors leaving Sage Intacct for QuickBooks face unique data challenges. Learn what to expect during conversion and how to protect project re
Sage 50Where to find your Sage 50 file statistics
Before any Sage 50 conversion or downgrade, we ask for your file statistics. Here's exactly where they live and what we use them for.
Sage IntacctWhat to export from Sage Intacct for a QuickBooks conversion
The reports and lists to pull out of Sage Intacct so we can scope and convert your data into QuickBooks.
Your dataWhat carries over when you convert Sage 50 to QuickBooks
A clear breakdown of which Sage 50 data converts automatically into QuickBooks and which pieces are set up by hand after delivery.
Your dataSage multi-currency and QuickBooks: what to expect
Why a multi-currency Sage file converts to QuickBooks as journal entries, and what that means for your reports.
Sage BusinessWorksSage BusinessWorks is winding down: your options
What it means now that Sage BusinessWorks is at the end of its life, and the realistic paths forward for your accounting data.
Sage 50Sage 50 US vs Canadian: Peachtree and Simply Accounting explained
Why Sage 50 US (Peachtree) and Sage 50 Canadian (Simply Accounting) are different products under one name, and why it matters for a conversion.
DowngradeSage 50 Quantum vs Pro and Premium: what actually changes
What separates Sage 50 Quantum from Pro and Premium, and what you keep (and give up) when you downgrade a Quantum company file.
DowngradeSage 50 edition-mismatch errors, explained
Why Sage 50 says a company file can't be opened because it's from a different edition, and the two ways to fix it.
Getting startedQuickBooks Desktop vs Online: which to convert your Sage file to
How to choose between QuickBooks Desktop and QuickBooks Online when moving off Sage, and what each means for your converted data.
Sage 50Preparing your Sage file for a clean conversion
A short checklist that makes a Sage to QuickBooks conversion or a Quantum downgrade faster and trouble-free.
Sage 50How to back up your Sage 50 file before sending it to us
Step-by-step on making a proper Sage 50 backup -- .PTB for US (Peachtree) and .CAB for Canadian (Simply Accounting) -- so your conversion or downgrade starts clean.