Sage Conversion Questions
Sage Conversion Questions
Short, direct answers to the questions we're asked most about Sage to QuickBooks conversions and Sage 50 Quantum downgrades.
Will my Sage 50 bank feeds map to QuickBooks bank rules?
No. Sage 50 bank feeds do not map to QuickBooks bank rules, so you will need to set them up again after converting.
ConversionWill Sage 50 attached documents (PDFs) convert to QuickBooks?
No. Sage 50 attached documents such as PDFs do not carry over when converting to QuickBooks; plan to keep or reattach them separately.
ConversionWhat happens to Sage 50 recurring transactions when converting to QuickBooks?
Converting Sage 50 to QuickBooks does not transfer recurring invoices, bills, or journal entries; you must re-enter them in QuickBooks.
ConversionWill Sage 50 quotes and estimates convert to QuickBooks?
Yes, open Sage 50 quotes can convert into QuickBooks estimates linked to each customer, while older quotes are usually summarized or left behind.
ConversionWill Sage 50 multi-currency accounts and balances convert to QuickBooks?
Yes, they can convert, but multi-currency must be turned on in QuickBooks before the data arrives, and rates and revaluations need care.
ConversionHow much does it cost to convert Sage 50 to QuickBooks?
The cost depends on your file: years of history, transaction volume, and list sizes, so we quote each conversion after a free evaluation.
ConversionCan I still open my Sage 50 company file after converting to QuickBooks?
Yes. A conversion works from a copy of your data, so your original Sage 50 file stays intact and opens as before.
ConversionShould I close my books in Sage 50 before converting to QuickBooks?
No, a close is not required, but closing first rolls prior results into retained earnings and locks old periods, which affects your converted balances.
ConversionDo I need QuickBooks Desktop installed to convert Sage 50 to QuickBooks Online?
No, not always: a Desktop install is only needed when the data is staged through a Desktop company file before it reaches QuickBooks Online.
ConversionCan two Sage 50 companies be merged into one QuickBooks company?
Yes. Two Sage 50 companies can be converted into a single QuickBooks company, with accounts, names, and history combined into one file.
ConversionWill Sage 50 sales tax codes and rates convert to QuickBooks?
It depends on the file: tax codes usually map to QuickBooks tax rates and agencies, but some setup after the move is common.
ConversionWill reconciled transactions stay reconciled after converting from Sage 50 to QuickBooks?
It depends on the file and the method; where cleared status cannot carry over, a starting balance and a first QuickBooks reconciliation restore it.