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How to Convert Sage 50 to QuickBooks

When you start a business, you have a limited number of customers, which you aim at increasing gradually.

So as far as having a proper accounting software solution is concerned, Sage 50 is recommended, but QuickBooks is still mostly preferred by a start-up/ SME as it is less complicated and makes handling transactions online hassle-free.

This is why, the conversion of Sage 50 to QuickBooks Desktop is highly recommended.

Steps to Convert Sage 50/ Peachtree to QuickBooks?

Conversion options to migrate from Sage 50 to QuickBooks Desktop

  1. Review the requirements that are essential for efficient conversion before you begin
  2. Be aware of what can convert and what can’t:
    • You can easily convert account balances, employee, account, customer, vendor, and item lists, employee profile, Payroll General Ledger info, Paychecks, etc.
    • You can’t convert payroll transactions, individual employee wage info or deduction details, Fixed Assets, employee year-to-date details, payroll entities used to calculate paychecks, work tickets, partially handles Sales Orders, Estimates, Purchase Orders, etc.
  3. Proceed to the conversion
  4. Avoid conversion tool error by downloading and install the file locally.
  5. Create a backup for the data in Sage  prior to starting the conversion
  6. Set up Sage 50 onto your system. To achieve that:
    • In  Sage 50, open the file to be converted
    • Go to the main menu
    • Choose Maintain
    • Choose Users
    • Select Setup Security
    • Click on Data Access/ Crystal Reports tab
    • Choose With the following login information
    • Click on Change to set a password for transfer which should not be more than 8 characters. You won’t be able to change the ID field.
    • Click OK
    • Close Sage 50 window
  7. Download the conversion tool and open the folder you have saved the file to.
    • Right-click the QuickBooks Conversion Tool icon
    • Select Properties
    • Go to the Compatibility mode
    • Tick the Run this program compatibility for checkbox
    • Choose the OS you are using from the available list in the drop-down
    • Click OK
    • Again, right-click on the QuickBooksConversionToolSetup.exe
    • Choose Run as Administrator
  8. Convert the data by following the below-mentioned steps:
    • Choose Browse in the conversion tool
    • Select the company file of Sage 50 to be converted
    • You will have a Pervasive 32-bit ODBC engine DSN Setup window open in front
    • Go to Database Name drop-down and choose the Sage 50 company file
    • Enter the password that you created
    • Click Next
    • Choose the QuickBooks version you’re using and enter the company file name, which should not contain any special character
    • Click Browse to choose the folder you want to save the converted file to
    • Click Next
    • Review the data
    • Choose Convert File to begin the process
    • This will launch and open the QuickBooks – Application Certificate window, which would request access to the company file
    • Choose Yes, prompt each time
    • Click Continue

Do you know: What to do When QuickBooks Conversion Tool Not Working?

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