Topic
Your data
What carries over when you move your Sage data to QuickBooks. 7 guides and 61 answers on this topic.
Is my financial data kept confidential during a Sage to QuickBooks conversion?
Yes. Your file is treated as confidential: encrypted transfer, access limited to the assigned engineer, and deletion once you confirm the converted data.
AnswerYour dataWill customer notes and vendor memos convert from Sage 50 to QuickBooks?
Usually yes: record-level notes and memos can be carried into QuickBooks, though where each field lands depends on your file.
AnswerSage BusinessWorksWill Sage BusinessWorks payroll history convert to QuickBooks Payroll?
It depends on the file, but wage, deduction, and liability history can usually be converted, while payroll setup must be rebuilt in QuickBooks.
AnswerConversionCan I convert just customer and vendor lists from Sage 50 and skip the history?
Yes, a lists-only conversion is possible: you move the customer and vendor records into QuickBooks and leave the years of transaction history behind.
AnswerConversionCan I renumber or consolidate my Sage 50 chart of accounts during the conversion to
Yes. Both are possible: you can renumber in the account mapping step, and consolidate accounts before the move or merge them in QuickBooks after.
AnswerConversionWill 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.
AnswerConversionWill my Sage 50 FIFO inventory costs convert to QuickBooks?
It depends on the edition: QuickBooks Pro and Premier value inventory at average cost, so FIFO layers collapse to one cost; Enterprise can keep FIFO.
AnswerYour dataWill 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.
AnswerConversionHow do open credit memos and unapplied payments convert from Sage 50 to QuickBooks?
Open credit memos and unapplied payments should arrive as open customer and vendor credits; the exact treatment depends on the file.
AnswerConversionWill my Sage 50 lot-tracked inventory convert to QuickBooks?
Lot-tracked inventory from Sage 50 may not transfer lot numbers or expiration dates to QuickBooks; they often need manual entry after conversion.
AnswerConversionWill My Sage 50 Serialized Inventory Convert to QuickBooks?
It depends on your target QuickBooks edition. Pro and Premier do not track serial numbers natively, while Enterprise with Advanced Inventory does.
AnswerConversionWill Sage 50 multi-currency accounts and balances convert to QuickBooks?
Yes, they can convert, but multi-currency must be turned on in QuickBooks before the data arrives, and rates and revaluations need care.