The following table outlines which QuickBooks data items are converted to Sage 50 and which are not.
|
In QuickBooks |
In Sage 50 |
Comments |
|---|---|---|
|
Vendor |
Vendor ID |
Sage 50 will convert the first 20 characters of a vendor's name and append a number to the ID. |
|
Company Name |
Name |
Sage 50 will only convert the first 39 characters of a vendor's company name. |
|
Mr./Ms./... M.I. Last Name |
N/A |
|
|
Contact |
Contact |
Sage 50 will convert the first 20 characters of a vendor's contact. Sage 50 will not convert the alternate contact. |
|
Phone |
Telephone 1 |
Sage 50 will convert the first 20 characters of a vendor's phone number. |
|
FAX |
Fax |
Sage 50 will convert the first 20 characters of a vendor's fax number. |
|
Alt. Phone |
Telephone 2 |
Sage 50 will convert the first 20 characters of a vendor's alternate phone. |
|
Alt. Contact |
N/A |
|
|
Inactive |
Inactive |
|
|
N/A |
Website |
|
|
Vendor eligible for 1099 |
1099 Type |
Sage 50 uses three 1099 types: Independent Contractor (which uses 1099 MISC form), Interest (which uses 1099 INT form), and None. If selected as a 1099 vendor in QuickBooks, the vendor is assigned the Independent Contractor 1099 type. |
|
Address (Ship To) |
Address (Ship To) |
For more information, see Converting Address Fields from QuickBooks. |
|
Type |
Vendor Type |
Sage 50 will convert the first 8 characters of a vendor's type. |
|
Print on Checks as |
N/A |
Sage 50 uses the Vendor Name when printing checks. |
|
Terms |
Terms |
|
|
Standard |
Standard or Non-Standard |
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 vendors, you can select any one of the terms from the list. Sage 50 sets up a single set of standard terms in Vendor Defaults. Then, when setting up a vendor, you choose whether or not the vendor uses standard terms. Therefore, all QuickBooks vendors are converted as using non-standard terms, with each Sage 50 term based on the QuickBooks terms selected. |
|
Date Driven |
N/A |
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 |
|
Discount percentage |
Discount % |
|
|
Discount if paid with XX days |
Discount in XX days |
|
|
Discount if paid before the XXth day of the month |
Discount in XX days |
|
|
Net Due before the XXth of the month |
Due on the XX next month |
|
|
Due the next month if issued within XX days of due date. |
Due on the XX next month |
Sage 50 does not use this type of term. Therefore, Sage 50 vendors will not be given extra time if issued within XX days of the due date. |
|
Credit Limit |
Credit Limit |
|
|
Tax ID |
Tax ID # |
|
|
Custom Fields 1-15 |
Custom Fields 1-5 |
Sage 50 will convert the first five custom fields. |
|
Notes |
N/A |
Sage 50 cannot convert notes entered for vendors in QuickBooks. Instead, Sage 50 uses comments in the vendor event log and company to-do list in Action Items. |
|
Invoice Number (Outstanding) |
Beginning Balance |
All outstanding invoices for a vendor are converted as one beginning balance in Sage 50 and referenced as BEGBAL. |
|
Amount |
Current Balance |
All outstanding invoices for each vendor 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. |
|
A/P Account |
N/A |
Sage 50 does not assign default A/P accounts to vendors. |
|
N/A |
Period History |
|
|
N/A |
Purchases |
|
|
N/A |
Payments |
|
|
N/A |
Vendor Since: |
|
|
N/A |
Last Invoice Date |
|
|
N/A |
Last Invoice Amount |
|
|
N/A |
Last Payment Date |
|
|
N/A |
Last Payment Amount |