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 Sage Intacct budgets convert to QuickBooks?
In most cases yes: budget figures can be carried into QuickBooks budgets, though how period, class, and location detail maps depends on your file.
ConversionWill Sage BusinessWorks bank reconciliations convert to QuickBooks?
Cleared status can carry over, but reconciliation history does not transfer; the reconcile window is rebuilt in QuickBooks.
ConversionWill Sage 50 invoice templates and form designs convert to QuickBooks?
No, Sage 50 invoice templates and form designs do not convert; the data arrives intact and printed forms are rebuilt in QuickBooks.
ConversionCan a password-protected Sage 50 file be converted to QuickBooks?
Yes. A password-protected Sage 50 file converts to QuickBooks once the password is supplied or removed; the data is unaffected.
Sage BusinessWorksWill open Sage BusinessWorks sales orders and purchase orders convert to QuickBooks?
Yes, in most cases: open sales orders and purchase orders can move into QuickBooks as non-posting transactions, though the result depends on your file.
ConversionWill 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.