What 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.
The single most common question before a Sage 50 to QuickBooks move is “will I lose anything?” The honest answer: your books come across intact, and a short list of Sage-specific extras is rebuilt as setup rather than migrated as data. Here’s the split.
Converts cleanly
- Lists – chart of accounts, customers, vendors, employees, and items.
- Open balances – A/R, A/P, bank and credit-card balances, and your trial balance.
- Transaction history – the years of detail you ask us to bring over.
When we finish, your Trial Balance, Profit & Loss, and Balance Sheet reconcile against the Sage originals. We check that before the file goes back to you.
Set up after conversion (not automatic)
A few Sage features have no one-to-one QuickBooks equivalent, so they’re handled as post-conversion setup:
- Bank reconciliations (history vs. going-forward)
- Budgets
- Memorized / recurring transactions
- Estimates, purchase orders, and sales orders
- Custom form templates
- Price levels
None of this is lost – it’s just re-established in the way QuickBooks expects. We tell you which of these apply to your file up front, so there are no surprises.
The multi-currency caveat
If your Sage file uses multi-currency, the conversion behaves differently: because Sage and QuickBooks track foreign exchange in incompatible ways, the file comes across as journal entries. We cover this in detail in Sage multi-currency to QuickBooks.
Before you start
The cleanest conversions begin with a good backup and a few notes about what you need. See preparing your Sage file for conversion, then start a free evaluation and we’ll scope your file.