Prepare for the QuickBooks Conversion
Before converting company data to the Sage 50 format, you must verify that your QuickBooks company is set up in such a way that Sage 50 can properly read your data. Carry out the following procedures:
Note: If you plan to convert transactions from QuickBooks to Sage 50 in addition to lists, such as customers and vendors, you may want to read some tips and information about how this will affect your conversion.
1. Verify QuickBooks company name
- Verify that your company data includes a valid company name. From the QuickBooks Company menu, select Company Information. QuickBooks displays the Company Information window.
- Verify that your company name is entered in the Legal Name field. Sage 50 will convert what is entered in the Legal Name field as the name of your new Sage 50 company.
- When finished, select OK.
Note: If the Legal Name field is blank, Sage 50 will use the name in the Company Name field. If both fields are blank, Sage 50 will assign your company's name as "No Name." After the conversion is complete, you can change your company name in Sage 50 at any time.
2.Verify your QuickBooks company account types
Make sure your QuickBooks company has at least one of each of the following account types:
- Retained Earnings
- Accounts Payable
- Account Receivable
3. Print and process checks and bills
- Authorize all credit card transactions
- Print all checks and forms
- Process and sync all electronic bills
- Process all shipments
- Reconcile all bank accounts for periods prior to the conversion
4. Back up your QuickBooks company data
You should back up your QuickBooks company data at this time. For information on backing up your data within QuickBooks, refer to the program's online Help or printed manuals.
Read overviews of each of the screens that you will see when performing the conversion.
A note on converting social security numbers
If you want to convert social security numbers, be aware that when you reach the screen in the conversion wizard that requires you to have your QuickBooks company open you will see an Application with No Certificate window. On this window, is an option that you check to ensure that social security numbers will convert.