Will Sage 50 customer and vendor contacts convert to QuickBooks?
Yes, customer and vendor names, addresses, phone numbers, and email addresses normally carry over; spot check them once the conversion finishes.
Yes. Customer and vendor names are list data, and lists are the most dependable part of a Sage 50 to QuickBooks conversion. In the conversions our engineers run, each customer and vendor comes across with its name, address, phone number, and email address. You keep billing and paying from QuickBooks without rekeying your contacts. What moves beyond those core fields depends on your file.
Which contact fields carry over?
The dependable fields are the ones every business uses: the customer or vendor name, the main address, the phone number, and the email address. Each maps onto the matching field of a QuickBooks name record. Conversion copies what exists; it does not fill gaps. A contact with no email in Sage arrives with no email in QuickBooks. Knowing that early helps, because a thin list in Sage becomes a thin list in QuickBooks.
Contact details that depend on the file
Beyond the core fields, coverage varies. Some files hold several contacts per customer, extra phone lines, ship-to addresses, or notes, and custom fields appear in many lists. Whether each of those lands in a matching QuickBooks field depends on how your file stores the data and on the mapping we choose for it.
Rather than guess, our engineers review the file before any data moves. The review is the same whether you need a Sage 50 US to QuickBooks conversion service or a Sage 50 Canada to QuickBooks conversion. It tells you exactly what each contact field will look like.
Can you spot check the contacts afterward?
Yes, and a short routine catches most problems. Pick roughly ten names you know well: your largest customer, a vendor you pay weekly, and a few awkward entries such as long names or unusual characters. Open each record in QuickBooks beside the Sage version and compare the address lines, the phone number, and the email. Long names deserve a second look; differing field lengths can clip a name, and a clipped name is easy to miss.
Then compare list counts. If Sage shows 400 active customers, the QuickBooks number should be one you can explain, allowing for duplicates, inactive names, or records you asked us to leave out.
Clean the list before you convert
Duplicates are the usual trap. Two spellings of the same customer in Sage become two customers in QuickBooks, and history can attach to the wrong one. Before the conversion, merge obvious duplicates, fix emails you know are dead, and settle on one name style. An hour on the list beforehand saves time on invoicing and reporting later. It also shortens the spot check, because there is less to explain.
The useful next step is a free evaluation of your file. Send it to us and we will report which contact fields it actually holds, how each will appear in QuickBooks, and anything worth cleaning before the move. You then decide on facts rather than assumptions.