Employees - General Fields (QuickBooks Conversion)

Sage 50 will convert the three initials of an employee's name to use as the employee ID.

Sage 50 will only convert the first 30 characters of the combination of QuickBooks first name, middle initial, and last name of the employee.

All QuickBooks employees are converted as "Employees" in Sage 50. Get information about how Sales Reps are converted from QuickBooks.

For more information, see Converting Address Fields from QuickBooks.

Sage 50 will convert the first 20 characters of an employee's phone number.

Although there is a Sage 50Email field on the Maintain Employees/Sales Reps General tab, the QuickBooks Email field does not convert and populate this field in Sage 50.

Sage 50 does not use this field.

Sage 50 will convert only the first five custom fields.

Sage 50 will convert the first 8 characters of an employee's type.

Besides the Class field, QuickBooks has an additional employee field called Type; this does not convert.

Sage 50 uses Single and Married filing statuses. If an employee record uses Head of Household Federal filing status, Sage 50 converts it to Single.

This value is converted if the QuickBooks "Subject to: Federal Tax" check box is selected.

If the QuickBooks "Subject to: Federal Tax" check box is NOT selected, then the Sage 50 Federal Allowances is set to 99.

If the QuickBooks "Subject to: FUTA" check box is NOT selected, then the Sage 50 FUTA ER payroll field on the Employer tab is set to the following:

• The Use Defaults check box is cleared
• All Adjust_Gross check box items are cleared

If the QuickBooks "Subject to: Social Security" check box is NOT selected, then the Sage 50 Soc_Sec EE payroll field on the Employee tab is set to the following:

• The Use Defaults check box is cleared
• All Adjust_Gross check box items are cleared

AND the Sage 50 Soc_Sec ER payroll field on the Employer tab is set to the following:

• The Use Defaults check box is cleared
• All Adjust_Gross check box items are cleared

If the QuickBooks "Subject to: Medicare" check box is NOT selected, then the Sage 50 Medicare EE payroll field on the Employee tab is set to the following:

• The Use Defaults check box is cleared
• All Adjust_Gross check box items are cleared

AND the Sage 50 Medicare ER payroll field on the Employer tab is set to the following:

• The Use Defaults check box is cleared
• All Adjust_Gross check box items are cleared

Sage 50 will convert the first QuickBooks File State field value listed in the employee set up information. State W-2 IDs are set up as the standard two-character postal state abbreviations.

If a QuickBooks employee record uses a state filing status not available in Sage 50, then the first valid state filing status listed in the Sage-maintained payroll tax formulas for the respective state withholding tax formula is selected.

Sage 50 does not use this field.

Sage 50 does not use this field.

Sage 50 does not use this field.

If you have a local payroll item assigned to this employee record in QuickBooks, Sage 50 will duplicate what was entered as the State Filing Status.

If you have a local payroll item assigned to this employee in QuickBooks, Sage 50 will duplicate what was entered as the State Allowances field.

Sage 50 will always set this to zero. This payroll default is not available in QuickBooks or cannot be converted and must be updated in Sage 50, if necessary.

If you have a local payroll item assigned to this employee record in QuickBooks, Sage 50 will assign the Local 1 as the Local W-2 ID. Otherwise, the field is left blank.

In QuickBooks, you can set up two local tax payroll items for each employee. Sage 50 only allows one locality.

QuickBooks only provides the following local tax types.

• Indiana Counties
• Michigan Cities
• New York City Resident
• New York City Non-Resident
• Ohio School District
• Yonkers City Resident
• Yonkers Non-Resident

These must be manually set up in Sage 50 and assigned their corresponding local tax formula. Sage 50 also provides the ability to set up your own local tax formulas.

This QuickBooks payroll default cannot be converted and must be updated in Sage 50.

Select the "Pension" check box in Sage 50 if an employee record used QuickBooks payroll items referencing any of the following W-2 Tracking fields:

• SEC 457 Distribution
• 401(k)
• 403(b)
• 408(k)(6) SEP
• Elective 457(b)
• 501(c)(18)(d)

Select the "Deferred" check box in Sage 50 Accounting if an employee record used QuickBooks payroll items referencing any of the following W-2 Tracking fields:

• SEC 457 Distribution
• 401(k)
• 403(b)
• 408(k)(6) SEP
• Elective 457(b)
• 501(c)(18)(d)

Sage 50 does not associate accounts with employees. These are established in payroll fields.

There are Vacation fields in the Sage 50 Employee Beginning Balances window, but the QuickBooks Vacation field does not convert and populate these fields in Sage 50.