Will my Sage 50 custom fields convert to QuickBooks?
Some Sage 50 custom fields convert to QuickBooks, but transaction and list fields often do not; we map what we can and review what survives.
It depends. Many Sage 50 custom fields convert to QuickBooks Desktop, but some do not. Custom fields on customers and vendors usually have a matching home in QuickBooks and carry over cleanly. Custom fields on transactions, line items, or inventory items often do not. QuickBooks also caps how many custom fields a list can hold, and Sage field types do not always line up with the ones QuickBooks supports. The exact result depends on your company file.
What usually maps across
In our Sage 50 to QuickBooks conversion work, custom fields on the master lists are the most reliable. Customer codes, vendor territories, sales rep names, and similar text, date, or amount fields generally fit into the custom fields QuickBooks Desktop provides. We match them by name and data type wherever a sensible home exists. Fields with simple value types tend to survive best.
Where data can get dropped
Transaction-level custom fields are the common loss. Sage lets you attach custom fields to individual records and transactions; QuickBooks Desktop stores list custom fields in a way that gives these values nowhere to land. Custom fields beyond the QuickBooks per-list limit are dropped. Fields using unsupported data types may survive only as text. Long values can be truncated, and field names with special characters sometimes need renaming.
These are limits of the destination product, not failures in the conversion. We flag each in the conversion notes, so you see what must be rebuilt before you start using the new file.
How to review after conversion
Once your data is in QuickBooks Desktop, open a customer or vendor record and look at the Custom Fields section. Check a sample of records and confirm the values line up. Run a report that includes the fields, because a custom field can load correctly yet stay hidden from your usual report view. We mark every dropped field in the notes, so you have a clear list of what needs re-entry.
Before you convert
If you want a firm answer for your own file, send us a copy for a free evaluation. We go field by field and tell you which custom fields map, which get truncated, and which have no equivalent. You get that list before the conversion starts. For more on the process, see our Sage 50 to QuickBooks conversion service.
The practical next step is to request that free evaluation with your company file. Our engineers will map your custom fields and tell you exactly what survives before any work begins.