We recommend that you read the information found when you click the links on the Welcome Screen. This will help to ensure that your company is converted as quickly and easily as possible.
The Conversion wizard is made up of a series of windows with instructions
and options. The first window, the Welcome to the QuickBooks to Sage 50
Conversion window, tells you the types of things you should do in QuickBooks before you begin the conversion. Once you're ready to begin the conversion, you can click the Next
button to continue. The windows that make up the wizard are:
Which QuickBooks company are you converting: On this window, you select which QuickBooks company you want to convert. Tell me more.
What would you like to convert?: Here, you can select which QuickBooks data you want to convert. If you choose to convert some transactions in addition to lists, you can select the transactions based on a date range. Tell me more.
Open Company in QuickBooks: You must have the company open in QuickBooks before you can convert. Tell me more.
Loading QuickBooks Company: You'll see this screen while your QuickBooks company information is being loaded so that it can be converted into Sage 50. Tell me more.
Review Account Numbers: Sage 50 requires that accounts that make up your chart of accounts have Account IDs. Sage 50 will automatically create IDs for these accounts. You can edit them here if you wish. Tell me more.
Specify quote good-through dates: If you are converting to a Sage 50 Premium Accounting or Sage 50 Pro Accounting company, Estimates from your QuickBooks company will be converted into Quotes in Sage 50 and you will have the opportunity to enter good-through dates for them. Tell me more.
Specify proposal complete-by dates: If you are converting to a Sage 50 Premium Accounting or higher company, Estimates from your QuickBooks company will be converted to Proposals in Sage 50 and you will have the opportunity to enter a complete-by date for them. Tell me more.
Choose an accounting method: This window
asks whether you want your converted company to use the accrual
or cash-basis
accounting method. Tell me more.
Choose the first period of your fiscal year: On this window, you'll answer questions for setting up your fiscal year. The first question may already be answered based on information from your QuickBooks company. Tell me more.
Choose the sales and expense defaults:
This window asks you which general ledger accounts you want to use as
the default expense and sales accounts for your converted company. Tell me more.
Ready to Convert: Here you
will see a summary of all conversion options you have chosen in previous
windows. You can either proceed with the conversion or use the Back
button to return to the earlier windows and make any needed adjustments. You can choose to review lists of information that will be converted before the conversion, if necessary.
When you are satisfied with the displayed conversion options, press the Next button to review lists or start the conversion
process. Tell me more.
Review Lists: You'll see this window if you chose to review lists before starting the conversion on the Ready to Convert window. Tell me more.
Conversion in Progress: This window appears while your data is being converted. Tell me more.
Set up Employees and Payroll: If your QuickBooks company contained employees, you will see several windows that allow you to set up your payroll system prior to starting Sage 50. You can skip these steps if you want to. Tell me more.
Conversion Complete: This window lets you know that the conversion has been completed. You can view the conversion log to see what was converted and any errors that were encountered, if you want to. Tell me more.
What should I do after conversion: This screen provides you with a checklist and helpful links regarding what you need to do to finish setting up your company in Sage 50 and to start using it. Tell me more.
Which versions of QuickBooks can I convert from?