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 customers' saved credit card information convert from Sage 50 to QuickBooks?
No. Stored card numbers are not migrated for security reasons, so each payment method must be re-entered and verified in QuickBooks.
Sage IntacctWhat happens to Sage Intacct contracts and revenue schedules when converting to
The schedules do not carry over as schedules: deferred amounts convert as balances or journal entries, and future recognition must be set up manually.
DowngradeDo I need to convert my data when downgrading Sage 50 Quantum to Pro or Premium?
Yes, a Quantum company file must run through a downgrade conversion before Pro or Premium can open it, so back up first.
Sage BusinessWorksWill Sage BusinessWorks accounts payable and vendor history convert to QuickBooks?
Yes, vendor records, open bills, and payment history usually convert, though how much detail carries depends on the file.
ConversionHow do I back up my Sage 50 company file before converting to QuickBooks?
Back it up with Sage 50's own backup command, with every user logged out, then verify the backup and keep the original company untouched during the conversion.
Sage IntacctDo I need to export my Sage Intacct data before converting to QuickBooks?
No. Sage Intacct lives in the cloud, so our engineers pull the data through access you provide rather than an export you prepare yourself.
ConversionCan I convert everything except payroll when moving from Sage 50 to QuickBooks?
Yes. You can move your Sage 50 books to QuickBooks without payroll and handle year-to-date wages as summary totals after the switch.
Sage BusinessWorksWill Sage BusinessWorks accounts receivable and customer history convert to QuickBooks?
Yes, customer records and open accounts receivable can carry over, but what arrives depends on the file, so a free evaluation is the safe first step.
ConversionWill Sage 50 progress billing and retainage convert to QuickBooks?
The amounts usually convert, but the live billing schedule depends on your file and on which QuickBooks edition you move to.
ConversionWill Sage 50 inventory items and quantities convert to QuickBooks?
Yes: item lists, quantities on hand, and cost basis can move from Sage 50 into QuickBooks, with the on-hand value matched at the cutoff date.
ConversionDo I Need to Buy QuickBooks Before Starting a Sage Conversion?
No. The conversion can be built and reviewed in a trial edition, and the paid subscription only needs to be active before you go live.
Sage IntacctWill Sage Intacct accounts payable and vendor history convert to QuickBooks?
Yes, in most conversions. Open bills, vendor balances, and payment history can carry into QuickBooks, with coverage depending on your Intacct data.