Topic
Getting started
How to begin: quotes, timing, and sending us your Sage file. 4 guides and 16 answers on this topic.
How to back up your Sage 50 file before sending it to us
Step-by-step on making a proper Sage 50 backup -- .PTB for US (Peachtree) and .CAB for Canadian (Simply Accounting) -- so your conversion or downgrade starts clean.
GuideSage 50Preparing your Sage file for a clean conversion
A short checklist that makes a Sage to QuickBooks conversion or a Quantum downgrade faster and trouble-free.
GuideGetting startedQuickBooks Desktop vs Online: which to convert your Sage file to
How to choose between QuickBooks Desktop and QuickBooks Online when moving off Sage, and what each means for your converted data.
GuideSage 50Where to find your Sage 50 file statistics
Before any Sage 50 conversion or downgrade, we ask for your file statistics. Here's exactly where they live and what we use them for.
AnswerConversionHow do I back up my Sage 50 company file before converting to QuickBooks?
Back it up with Sage 50's own backup command, with every user logged out, then verify the backup and keep the original company untouched during the conversion.
AnswerDowngradeCan I go back up to Sage 50 Quantum after downgrading to Pro?
Yes, in most cases the downgraded file reopens in Quantum, but the safe route back is the backup made before the downgrade, so keep it.
AnswerConversionHow do I send my Sage 50 file in for a QuickBooks conversion?
Back up your company from inside Sage 50, send us that backup with a few details, and we return your converted QuickBooks data.
AnswerConversionCan I keep using Sage 50 while the conversion to QuickBooks is running?
Yes, but pick a freeze date first. Keep working in Sage up to that date, then enter new activity only in QuickBooks after cutover.
AnswerGetting startedHow do I retrain my bookkeeper on QuickBooks after switching from Sage 50?
Retraining is mostly about workflow differences, not accounting basics; focus on navigation, bank feeds, and reconciling in the first week.
AnswerConversionCan I keep using Sage while my file is being converted to QuickBooks?
Yes. The conversion works on a copy of your Sage data, so your original file stays untouched and you can continue working in Sage until cutover.
AnswerConversionDo I need my accountant involved to move from Sage to QuickBooks?
No, the conversion does not require your accountant to participate, though a brief review afterward is often worthwhile for reconciliation and tax mapping.
AnswerConversionDo I need to keep my Sage software after converting to QuickBooks?
No, you do not need Sage for daily work after converting, but keep the original company file and read access for historical reference and audit lookups.