Will 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.
In most cases, yes. Open sales orders and purchase orders can come across as open documents. Both types are non-posting in QuickBooks, so they record a commitment without touching the general ledger. Which of your orders convert cleanly, and in what form, depends on the file. A free evaluation of your backup shows exactly what to expect before anything moves.
Which orders come across as open documents?
An open sales order or purchase order is a non-posting transaction in QuickBooks. It holds the customer or vendor, the items, and the quantities, and nothing reaches the ledger until you invoice or bill against it. Open BusinessWorks orders can be converted into the same shape, so you keep working them in QuickBooks after the switch. Our Sage BusinessWorks to QuickBooks conversion service is built to move documents like these with their lists intact.
One constraint sits on the QuickBooks side, not the Sage side. Purchase orders are available across the main Desktop editions, but sales orders need an edition or plan that includes that transaction type. If the destination does not support them, the open sales orders need a different landing spot, and we flag that during the evaluation.
Which orders should be closed in Sage first?
Not every open order deserves the trip. Anything you will never fulfill, receive, or bill is clutter: a stale order kept open for reference, a partial shipment abandoned long ago, a purchase order superseded by a newer one. Close or void those in BusinessWorks before the conversion.
Our rule of thumb is simple. If the order will still be worked after the switch, convert it open. If it will never ship or be received, close it in Sage first. Orders sitting on the boundary can go either way; pick one system for the fulfillment and stay there.
Setting a cutoff date so nothing posts twice
Choose a cutoff date, ideally a month end, and treat it as the border between the two systems. Everything on or before the cutoff converts as history and balances. Everything after it is entered fresh in QuickBooks, never in both places.
Open orders need one decision at that border. Either fulfill and bill them in BusinessWorks before the cutoff, or convert them open and finish them in QuickBooks. The mistake to avoid is invoicing the same order in both files, which double-counts revenue and mismatches customer balances. Make the Sage file read-only once the cutover passes.
Send us a backup for a free evaluation. Our engineers will list which open sales orders and purchase orders convert, flag any that should be closed first, and follow with a free quote. Nothing moves until you approve the scope.