Topic
Sage 50
Sage 50 (US Peachtree and Canadian Simply Accounting) conversions, editions, and downgrades. 36 guides and 425 answers on this topic.
Will Sage 50 vendor bank details convert to QuickBooks for electronic payments?
Vendor records usually convert, but the bank details used for electronic payments are the fields to verify, and we check them field by field.
AnswerDowngradeCan Sage 50 Premium be downgraded to Sage 50 Pro?
Yes. A Premium company file can be stepped down to Pro, but Sage 50 has no in-product downgrade command, so the file itself has to be converted.
AnswerConversionMonth-end or year-end cutoff when converting Sage 50 to QuickBooks?
Pick a closed period either way: a year-end cutoff gives the cleanest opening balances, a recent month-end keeps your books current mid-year.
AnswerConversionWill my Sage 50 audit trail convert to QuickBooks?
No. The Sage 50 audit trail stays behind in a conversion; QuickBooks starts its own audit log from the day you begin in the new file.
AnswerConversionDoes Sage 50 company file size affect a conversion to QuickBooks?
Yes. Years of history, list counts, and your target edition set the scope, and trimming old history keeps the converted file lean.
AnswerConversionHow do I handle W-2 forms when switching from Sage 50 to QuickBooks mid-year?
One W-2 per employee must combine wages from both systems, so keep the Sage payroll records and year-to-date figures before you convert.
AnswerConversionWhich reports should I save from Sage 50 before converting to QuickBooks?
Save the final trial balance, aged receivables and payables, payroll summaries, and an inventory valuation to check your books after the move.
AnswerConversionWill customer payment terms convert from Sage 50 to QuickBooks?
Yes, normally: terms like Net 30 are list fields that usually map over, though uncommon terms and finance charge settings deserve a review afterward.
AnswerDowngradeDoes payroll still work after downgrading Sage 50 Quantum to Pro or Premium?
Yes, payroll data and history normally stay with the file, but the payroll subscription may need reactivating before tax tables update again.
AnswerConversionWill customer deposits and vendor prepayments convert from Sage 50 to QuickBooks?
They usually arrive as credit memos or liability balances rather than active deposits, so each unapplied amount should be verified after conversion.
AnswerConversionWill my Sage 50 customer and vendor ID numbers carry over to QuickBooks?
Yes, they carry over, but QuickBooks has no separate ID field, so Sage 50 IDs usually become the customer or vendor name in QuickBooks.
AnswerConversionDo I need a Windows computer to convert Sage 50 data to QuickBooks Online?
Usually yes, because Sage data has to be opened by the Sage program first, but the Windows machine can be ours instead of yours.