Your questions about Sage 50 to QuickBooks conversions – answered. 

Sage 50 Data Migration Highlights

100% Data Match

Our data match guarantee ensures your company data from Sage 50 to QuickBooks aligns correctly as intended with errors.

Data Security

All data transfers are encrypted and via secure links. With over 25K migrations completed, your data is in the right hands of our experts.

Rapid, Error-free

Our proprietary migration framework and tools allow us to rapidly convert your company data from Sage 50 to QuickBooks rapidly.

Standard

Sage 50 Data Migration Standard Package

• Chart of Accounts
• Customers List and current balances
• Projects/Jobs List (last 2 years only)
• Vendors List and current balances
• Employees List
• Other Names
• Inventory Quantities and Values
• *Invoices
• *Bills
• A/R: All current and historical
• A/P: All current and historical
• Payroll (As Journal Entries)
• **Journal Entries

*The default conversion converts the last two fiscal years of data (let us know if you need additional years of data converted). For multi-currency datasets, all transactions are converted as journal entries. Please let us know if you want projects converted (projects are converted as classes).

Advanced

All items under Standard Plus Additional Data Migrated

• Departments
• Projects*
• Budgets
• Memorized Transactions
• Estimates
• Purchase Orders
• Negative Stock
• Sales Orders
• Payroll Summary Data
• Custom Templates
• Bank Reconciliation
• Price Levels
• Non-Categorized Items on invoices/bills**
• Everything under Standard

* Project can be converted to classes as a customization but it must be requested prior to the conversion.
**items on invoices/bills that are not set up as inventory or service items
+ Invoices/Bills that are incompatible with QuickBooks are transferred as Journal Entries (due to tax incompatibility or other issues)
++ **For multi-currency datasets: ALL transactions are converted as journal entries because QuickBooks handles multiple currencies differently compared to Sage 50 or Simply accounting.

All financial reports will exactly match your Sage 50 data:

• A/R Aging
• A/P Aging
• Trial Balance
• Profit & Loss
• Balance Sheet

Sage 50 Data Migration FAQ

Most frequent questions and answers

Which lists are converted ?

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

We convert all CORE accounting data from Sage 50 Canada to QuickBooks. 

Which transactions are converted from Sage 50 under the Standard Package?

• 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

*All transactions are converted as journal entries

Which Sage 50 to QuickBooks versions are supported ?

All Editions of Sage 50 Canada can be converted to Quickbooks.

What’s the typical turnaround for Sage 50 to QuickBooks data migration ?

We can covert your Sage 50 to QuickBooks data within 2-3 business days. However, these turnaround times could be influenced by the size of the company file, complexity of migration. 

We also offer special conversion services on weekends to help business reduce downtime.

Do you offer conversions on weekends ?

SaaS Direct offers special conversion services on weekends to help business reduce downtime.

Can Sage 50 Canada be converted to any QuickBooks version ?

Yes. We covert Sage 50 Canada to QuickBooks Enterprise, Sage 50 to QuickBooks Pro, Sage to QuickBooks Premier and QuickBooks Online. We also convert Sage 50 Canada to QuickBooks Mac version.

Do you convert all historical data ?

Canadian Company Data: We convert last 2 fiscal years of company data by default.

We can convert additional years, if requested. Projects within Sage are not converted by default as QuickBooks does not support projects. Projects are converted to classes if this custom conversion is requested.  

What is the Sage 50 to QuickBooks data migration process ?

Once you submit the data migration form and additional information requested by our team as required, we will share a secure link to upload your data file. Our experts review the data file(s), study the feasibility and provide a free quote.

Once accepted and paid, we process the file and complete the conversion. We send the new QuickBooks company data file as per the requested format via secure link that can be downloaded and uploaded to the new QuickBooks installation. 

I have Departments. Can I customize Sage 50 fields or attributes into QuickBooks?

• QuickBooks Desktop does not support ‘Departments.’
• Upon request, we can convert ‘departments’ can be converted into classes. 

Additional customizations we can offer:

• Sage Projects into QuickBooks Classes

How is previous GST data from Sage 50 is handled on QuickBooks ?

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.

What data is converted from Sage 50 under the ADVANCED Package?

Sage 50 Canada and QuickBooks have unique differences in the software. As a result not all native data within Sage 50 can be converted directly into QuickBooks.

• Invoices and Bills are converted as native QuickBooks transactions.
• All other transactions are converted as Journal Entries.
• Bank Reconciliations (but this can be reconciled at your end once, after the conversion)
• Payroll data is not supported by QuickBooks. Paychecks are converted as Journal entries.
• Employee YTD information is not converted. (A manual YTD entry is required after conversion)
• Individual employee wage or deduction information.
• Sage 50 Canada Custom templates.
• Budgets.
• Non-posting transactions are not converted.
• Recurring transactions are not converted
• You will need to memorize recurring transactions after the conversion.

Are Sage historical A/R and A/P transactions automatically converted to QuickBooks?

• A/R and A/P credits need to be manually applied for historical transactions.
• Since the transactions downloaded into QuickBooks don’t 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.
• Go to Edit > Preferences > Bills and click on “Automatically use credits” on the Company preferences tab.

In case you haven’t yet, get your free Sage 50 to QuickBooks quote