Lists

• Chart of Accounts
• Customer list
• Vendor List
• Jobs List
• Employee List
• Service Items
• Inventory Items
• Non-Inventory Items
• Assembly Builds Items

Transactions

• Invoices
• Customer Payments
• Credit Memo
• Sales Receipts
• Bills
• Vendor Credits
• Vendor Payments
• Checks
• Journal Entries
• Item Receipts
• Inventory Adjustments
• Liability Adjustments
• Paychecks (as Journal Entries)
• Payroll Liability Checks
• Sales Tax Payments
• Transfers
• Estimates
• Sales Orders
• Purchase Orders

Versions Supported

All editions of Sage 50 can be converted to QuickBooks.

What is not converted from Sage 50?

We only currently convert core accounting data from Sage 50, the following data types are not converted:

• Invoices and Bills are converted as native QuickBooks transactions. All other transactions are converted as Journal Entries.
• Departments are not converted. Departments can be converted as classes but this customization need to be requested prior to the conversion.
• Bank Reconciliations
• Paychecks are converted as Journal Entries
• Employee YTD information
• Individual employee wage or deduction information
• Sage 50 Canada Custom templates
• Budgets
• GST returns for earlier periods may need to be marked as “filed” in QuickBooks, to make sure that old transactions do not appear in the next GST report. You should check the first GST return you produce in QuickBooks carefully, to ensure that the numbers are as you would expect.
• Recurring transactions are not converted. You will need to memorize recurring transactions after the conversion.
• A/R and A/P credits need to be manually applied for historical transactions: Since the transactions downloaded into QuickBooks did not link the bills/invoices with their respective payments, you may notice names that have zero balances in your A/R and A/P aging reports. You can easily link A/P credits/payments to your open invoices by turning on the ‘Automatically use credits’ preferences in Edit->Preferences->Bills and click on “Automatically use credits” on the Company preferences tab.