How do I verify my data after converting from Sage 50 to QuickBooks?
Compare the trial balance, AR and AP aging, and inventory totals in both programs as of the conversion date, then trace and correct any differences.
You verify by comparison: run the same reports in Sage 50 and QuickBooks as of your conversion cutoff date, then compare them. The core set is the trial balance, the AR and AP aging reports, and the inventory valuation. Finish this before your first live entry in QuickBooks, because a mismatch found later means reworking posted transactions.
Run the same reports on both sides
In Sage, print the trial balance, the aged receivables, the aged payables, and the inventory valuation as of the cutoff date. Run the matching QuickBooks reports: Trial Balance, A/R Aging Summary, A/P Aging Summary, and Inventory Valuation Summary. Compare the grand totals first, then each account, then each customer and vendor. Spot-check a few names you know well. Compare bank, loan, and credit card balances too, since those catch mapping mistakes the big totals can hide.
Small differences and their usual causes
Rounding is the most common cause. The two programs can round unit prices and quantities differently, so a converted invoice can land a few cents off. Cutoff choices cause the rest: aging by invoice date versus due date shifts amounts between buckets, and an open-items conversion will not line up against a full-history report. Name matching matters as well, since one customer spelled two ways becomes two names and splits the aging. Exactly what carries over depends on the file, so trace any gap instead of assuming.
Fix small differences before go-live
Work top down. Tie the trial balance first; if it ties, the ledger moved across intact. Then tie the aging reports name by name. Small rounding across many invoices is usually cleared with one journal entry at the cutoff date, labeled as a conversion rounding adjustment. Avoid editing converted transactions to force a match, because the untouched originals are your audit trail. Keep the Sage company read-only until your first full close in QuickBooks.
Check the file itself as well
Balancing is one thing; file integrity is another. If you converted to QuickBooks Desktop, run the Verify Data utility on the new file. It checks the file’s structure, not whether balances match Sage. If Verify reports damage and Rebuild does not clear it, our QuickBooks Verify and Rebuild repair service covers exactly that. A file can pass Verify and still hold conversion differences, so run both checks.
If a difference is bigger than rounding, or the trial balance will not tie, have the file evaluated before going live. We offer a free evaluation and can tell you whether a gap comes from the conversion or from the source data in Sage; start by contacting E-Tech about your file. After go-live, reconcile your first bank statement against the opening balance; the month-end close and reconciliation guidance at Ledger Clinic covers what a migration does to a set of books.
Your next step is a dated checklist: trial balance, both aging reports, and inventory totals, compared side by side at the cutoff date. Hold off on live entries until those tie, or until the only remaining gap is a rounding adjustment you have documented and posted.