Customer Fields (QuickBooks Conversion)

Sage 50 will convert the first 20 characters of a customer's name and append a number to the ID.

Sage 50 will only convert the first 39 characters of a customer's name.

Sage 50 inserts the company name as the first line of all ship-to addresses.

Sage 50 will convert the first 20 characters of a customer's contact. Sage 50 will not convert the alternate contact.

Sage 50 will convert the first 20 characters of a customer's phone number.

Sage 50 will convert the first 20 characters of a customer's fax number.

Sage 50 will convert the first 20 characters of a customer's alternate phone.

For more information, see Converting Address Fields from QuickBooks.

QuickBooks includes one ship-to address. Sage 50 allows for nine ship-to addresses.

Sage 50 will convert the first 8 characters of a customer's type.

In Sage 50:

Use Standard Terms=False

Due in Number of Days=True

C.O.D.=False

Due at the end of the month=False

Note: 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. Therefore, all QuickBooks customers are converted as using non-standard terms, with each Sage 50 term based on the QuickBooks terms selected.

In Sage 50:

Use Standard Terms=False

Due in Number of Days=True

C.O.D.=False

Due at the end of the month=False

Sage 50 does not use this type of term. Therefore, Sage 50 customers will not be given extra time if issued within XX days of the due date.

Get more information about how Sales Reps are converted from QuickBooks.

Sage 50 requires each customer to have a default sales account. During the conversion process, you are prompted to select a default sales account for all customers converted from QuickBooks. After the conversion is complete, you assign unique defaults to each customer.

Sage 50 uses sales tax IDs to determine sales tax setup. Sage 50 also uses item tax types to determine if exempt or not.

Each QuickBooks tax item (whether exempt or not) is converted to a sales tax agency, a component of Sage 50's sales tax IDs. Each non-exempt tax item is also converted as its own Sage 50 sales tax ID.

Each QuickBooks tax group is converted as a Sage 50 sales tax ID, containing their respective tax item components (now Sage 50 sales tax agencies).

Sage 50 will only convert the first five custom fields set up for QuickBooks customers.

Sage 50 cannot convert notes entered for customers in QuickBooks. Instead, Sage 50 uses comments in the customer event log and company to-do list in Action Items.

All outstanding invoices for a customer are converted as one beginning balance in Sage 50 and referenced as BEGBAL.

All outstanding invoices for each customer (job) are totaled together and entered as one beginning balance in Sage 50. This beginning balance is entered as of the day before the first period you chose to enter data during the conversion process. For more information, see Understanding balances after converting from QuickBooks.

Sage 50 does not assign default A/R accounts to customers.

Sage 50 does not convert QuickBooks ship-via list. These are set up in Sage 50's Inventory Defaults. Each customer record can be set up to use a default ship-via method or the ship-via can be selected during invoicing.

Sage 50 offers five sales pricing levels from which to choose.

These fields are not available in QuickBooks or cannot be converted and must be updated in Sage 50.