Will open Sage 50 sales orders and purchase orders convert to QuickBooks?
Yes: open Sage 50 sales orders and purchase orders usually can be converted as open QuickBooks orders, with details depending on your file and edition.
Yes, in most cases. Open sales orders and purchase orders are typically among the transactions we can bring across in a Sage 50 to QuickBooks conversion, so you can keep fulfilling them inside QuickBooks rather than running two systems after the cutover. Exactly how each order lands depends on your file, the conversion scope you choose, and the QuickBooks edition you are moving to.
Which open orders transfer
Any sales order or purchase order still open at the conversion date is a candidate: orders where nothing has shipped or been received yet, and orders that are partway along. Fully invoiced sales orders and fully received purchase orders are history rather than open orders, and whether they convert transaction by transaction or as summarized history is a scope decision that depends on the file. One QuickBooks-side limit to plan for: sales orders exist in QuickBooks Premier and Enterprise, not in Pro. If your destination is Pro, open sales orders cannot land as sales orders, so we would talk through alternatives beforehand, such as converting them as estimates or invoices, or fulfilling them in Sage before the cutover. Purchase orders are supported across the Desktop editions. If the destination is QuickBooks Online, order handling depends on the plan, and we confirm that during the evaluation.
How they appear in QuickBooks
Converted orders arrive as open sales orders and purchase orders attached to the correct customer or vendor, with their items, quantities, and amounts, so you can receive against them and invoice from them as though they had been keyed into QuickBooks. For an order that is partially fulfilled, the aim is that the shipped or received portion sits in history as invoices or bills while the order shows only what remains. Whether a particular file supports that split cleanly depends on how the order was processed in Sage, and that is one of the things our engineers verify during the evaluation.
What to do about unfulfilled and partially received orders
There are three workable approaches, and the right one depends on how many live orders you have:
- Convert them open and finish them in QuickBooks. Usually the cleanest path when many orders are in flight.
- Finish them in Sage first, then convert. Practical when only a handful remain and they can ship or be received before the cutover date.
- Convert the balance only. For a partially received purchase order, the received side becomes history and the open side carries the remaining quantity, wherever the file supports it.
Next step
Send us the file for a free evaluation. Our engineers will confirm exactly which open sales orders and purchase orders will convert, how each partially fulfilled order will land, and provide a free quote before any work begins.