Converting
Customers from QuickBooks
How Do I...
If you have customers set up in QuickBooks, these records will be converted
to the Sage 50 format. Each converted customer is assigned a customer
ID, which is derived from the customer name. If you want to change the
ID, you can do so with the Change ID button in the toolbar.
After converting the company data, you can examine and update your customer
records in Sage 50 at any time.
- To display and
modify customer information, select Customers/Prospects
from the Maintain menu. Sage 50
displays the Maintain Customers/Prospects window.
For detailed information on what and how customer fields are converted,
see the following topic:
QuickBooks allows you one billing address and one shipping address per
customer. These are converted to the Sage 50 format. Sage 50 allows
you to enter up to 20 shipping addresses per customer.
Sage 50 also allows you to have an unlimited number of contacts per customer. Each contact is associated with an address. Currently, Sage 50 will only convert your primary contact in QuickBooks. This contact will become the Bill-to Contact in Sage 50.
If your customer address fields were not converted properly, see the
following topic:
Sage 50 requires each customer to have a default sales account (typically
an income account). This account is the category where sales for this
customer will be assigned. During the conversion, you are prompted to
select a default sales account for all the customers that are to be converted
from QuickBooks. Each customer converted from QuickBooks is assigned the
same sales account default.
After the conversion, you can change the sales account for each customer
if you like. You can also change the sales account in invoicing or receipts,
if necessary.
Note: The
sales account default selected during the conversion process only applies
to customers converted from QuickBooks. After the conversion is complete,
you will still have to set up a Sage 50 default sales account in Customer
Defaults.
QuickBooks allows you to set up a list of terms. When setting up customers,
you can select any one of the terms from the list. Sage 50 sets up a
single set of "standard terms" in Customer
Defaults. Then, when setting up a customer, you choose whether or
not the customer uses standard terms. All QuickBooks customers are converted
as using non-standard terms, with each set of unique terms based on the
terms listed in QuickBooks.
If a customer record in QuickBooks does not have terms set up, the terms will be converted as Due in __ number of days, and the days will be set to 0.
Note: After
the conversion is complete, you need to set up standard terms for customers
in >Customer
Defaults.
Sales Taxes
In Sage 50 sales taxes are set up as sales tax IDs. Each sales tax
ID is made up of at least one sale tax agency. All tax items in QuickBooks
(whether exempt or not) are converted as tax agencies. For the
purposes of the conversion, all non-exempt tax items are also converted
as sales tax IDs. All tax groups in QuickBooks are converted as sales
tax IDs in Sage 50. These can contain one or more sales tax agencies
(QuickBooks tax items).
Each customer is assigned a default sales tax ID. Sage 50 will select
the sales tax ID that matches the tax item listed in the QuickBooks
customer record.
For more information on sales taxes, see the following topics:
In QuickBooks, jobs are a subset of the customer list. In Sage 50
Accounting, jobs are maintained as a separate list. For more information
on jobs, see the following topic:
If you are converting lists only, Sage 50 converts the open balance (the sum of all outstanding invoices)
as the customer's beginning balance. This beginning balance is entered
as of the day before the first period you chose to enter data during the
conversion process. When you receive a payment from a customer, you can
enter it against the beginning balance total.
Note: If you want your customer beginning balances to appear on the Cash Flow Manager, you must adjust them first. How do I do this?
However, if you convert transactions from QuickBooks to Sage 50, a more involved process is used. Balances will be brought over as of the end of the last fiscal year. Then, after all transactions are converted and posted, an adjusting entry will be made as of the end of the last year to adjust all balances to those in QuickBooks. Current year balances will be based on transactions that were converted and posted.
Open invoices will be assigned an Invoice Number beginning with BegBal. If there are multiple invoices, each one will have a number after it as well.
If a customer record has a job associated with it, then the job's open
balance is converted as a separate beginning balance.
Note: Each customer record will have its own beginning balance.
Related topic
Understanding
balances after converting from QuickBooks
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