Will Sage BusinessWorks inventory quantities and costs convert to QuickBooks?
Yes: quantities and costs can move across as inventory items, with valuation set as an opening balance, though the exact outcome depends on your file.
Yes, in most cases they do. A Sage BusinessWorks to QuickBooks conversion can carry your item list, quantity on hand, and unit costs into QuickBooks as inventory items. The stock value posts as an opening balance. How much detail survives depends on the file itself, so we review a backup before confirming any mapping.
The inventory data that maps across
The item master usually converts cleanly: part numbers, descriptions, units of measure, prices, and cost fields. Each stocked item becomes a QuickBooks inventory item, and the quantity on hand at the cutoff date comes across with it. History is a separate matter. Most conversions bring across open balances and open transactions rather than years of receipts and invoices, and the exact scope depends on what you want kept.
Opening balances instead of rebuilt history
QuickBooks does not need your old transactions to value stock. Each item receives a quantity and a total value as of the conversion date, and the offset posts to an opening balance equity account. The unit cost that lands on each item is an average cost at that date, because that is how QuickBooks Desktop values inventory.
Picking the cutoff date matters. A month end or year end keeps the reconciliation clean, because your old stock valuation is already agreed at that point. The result is a correct balance sheet from day one, without years of item ledger detail trailing behind it.
What happens to assemblies?
Assemblies and kits need a decision before the move. One route is to bring each assembly in as a QuickBooks assembly item, with its bill of materials rebuilt so you can keep building and selling it. Another is to flatten assemblies and convert only the components, which suits businesses that no longer assemble to stock. Kits that exist for selling convenience often map better to a group or a bundle than to a stocked item. Our engineers look at how you actually use them and recommend one route before the conversion starts.
Tying the value to your old balance sheet
The acceptance test is simple. Total inventory asset value in QuickBooks should equal the BusinessWorks stock value at the cutoff date. We reconcile the two figures as part of the work, item by item where needed, so your accountant sees the same value on both sides of the move.
Before any work begins, we evaluate a copy of your backup at no charge. We will report exactly which items, quantities, and costs will convert, how your assemblies would be handled, and quote the job so you can decide with numbers in hand.