Will 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.
Partly, and the distinction matters. The transactions themselves convert, and each one can arrive already marked as cleared or reconciled. The reconciliation history does not transfer: QuickBooks has no import for another product’s statement records, so the reconcile window is rebuilt rather than moved. How much can be rebuilt depends on your file, and we confirm that with a free evaluation before anything moves.
Does the cleared status carry over?
Usually yes. A conversion can set the cleared flag on bank transactions that had cleared in BusinessWorks, so an old check or deposit still shows as cleared in the register. One detail matters here: QuickBooks treats cleared and reconciled as two different states. Which state each transaction receives is a decision our engineers make after looking at the file, because the wrong choice surfaces later as a reconciliation discrepancy.
What happens to prior statement history?
It stays behind. The month-by-month record of each reconciliation, with statement dates, ending balances, and cleared items, remains a BusinessWorks report rather than becoming reconciliation history in QuickBooks. That is normal for any move between accounting products. Before the cutover, run a final reconciliation in BusinessWorks and save the statement history somewhere durable, printed or exported. When a question about a past month comes up later, that archive is what answers it.
Rebuilding the reconcile window
QuickBooks derives the reconcile window’s beginning balance from the total of everything marked reconciled. The conversion therefore has to set those statuses correctly on every bank transaction dated before the cutover.
When they are right, your first reconciliation in QuickBooks opens with a correct beginning balance and a short list: only activity after the cutover appears for you to clear. When the beginning balance is wrong, the usual cause is one transaction that arrived with the wrong status or did not arrive at all. Either way it can be traced and corrected.
A sensible first step
Pick a cutover date and reconcile everything through it in BusinessWorks first. A clean final reconciliation gives the conversion an exact target and gives you a paper trail for the months that follow. Our Sage BusinessWorks to QuickBooks conversion service handles the data side: transactions, lists, and the cleared statuses your first reconcile depends on. The free evaluation tells us what your particular file supports, and we tell you exactly what to expect before you commit.