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.
Can I switch from cash to accrual accounting when converting Sage 50 to QuickBooks?
Yes. QuickBooks reports on either basis, so a conversion is a good time to move to accrual, provided open transactions are set up correctly first.
ConversionWill shipping and freight charges on Sage 50 invoices convert to QuickBooks?
Freight and shipping amounts generally do carry across with the invoices, though how each charge is mapped depends on how it was entered in your file.
ConversionWill Sage Intacct bank and credit card reconciliations convert to QuickBooks?
It depends on the file and method: transactions can convert with cleared status intact, and you then resume reconciling in QuickBooks at a cutoff date.
ConversionWill customer credit limits convert from Sage 50 to QuickBooks?
Usually yes: QuickBooks has a credit limit field on each customer, so the data has a home; whether it populates depends on your file.
ConversionCan I convert an old Peachtree company file to QuickBooks?
Yes. Old Peachtree company files usually convert to QuickBooks; age is rarely the barrier, and a free evaluation confirms what your file will yield.
ConversionWill Sage Intacct recurring journal entries convert to QuickBooks?
Posted entries convert as history; the recurring schedule itself has to be rebuilt as a QuickBooks recurring template.
ConversionWill Sage 50 vendor bank details convert to QuickBooks for electronic payments?
Vendor records usually convert, but the bank details used for electronic payments are the fields to verify, and we check them field by field.
Sage BusinessWorksWill my Sage BusinessWorks chart of accounts convert to QuickBooks?
Yes, in most files the chart of accounts converts: numbers, names, and types map across, though segmented account IDs need a decision first.
ConversionWill receipts waiting to be deposited convert to QuickBooks Undeposited Funds?
Yes, a properly handled conversion should land receipts still awaiting deposit in Undeposited Funds so your first bank reconciliation ties out.
ConversionWill my Sage 50 audit trail convert to QuickBooks?
No. The Sage 50 audit trail stays behind in a conversion; QuickBooks starts its own audit log from the day you begin in the new file.
ConversionMonth-end or year-end cutoff when converting Sage 50 to QuickBooks?
Pick a closed period either way: a year-end cutoff gives the cleanest opening balances, a recent month-end keeps your books current mid-year.
DowngradeCan Sage 50 Premium be downgraded to Sage 50 Pro?
Yes. A Premium company file can be stepped down to Pro, but Sage 50 has no in-product downgrade command, so the file itself has to be converted.