Troubleshooting the Conversion from QuickBooks

How Do I...

Below are some potential issues you should be aware of for the conversion process to run successfully:

Closed"No Name" appears as company name after the conversion

If your company name appears as "No Name" in Sage 50, it is possible that your company name in QuickBooks contains a value that Sage 50 cannot read or accept. Sage 50 first uses the Company Legal Name. If this field is blank, Sage 50 will use the Company Name field (both fields appear in the QuickBooks Company Information window) as the name of your company in Sage 50. If both fields are blank or entirely numeric, Sage 50 will convert the company as "No Name."

After the conversion you can easily change the company name in Sage 50.

ClosedRetained earnings account not found

Sage 50 requires that you have a retained earnings account in the chart of accounts. If Sage 50 cannot locate the account, you will receive an error. Although QuickBooks automatically creates the retained earnings account for you when setting up your company, it is possible that you removed this account. To correct the error, you must force QuickBooks to create a new "Retained Earnings" account.

  1. Start QuickBooks and open your company.
  2. From the Reports menu, select Company & Financial, then Balance Sheet Standard.

    Displaying the balance sheet forces QuickBooks to search for a retained earnings account. If it cannot locate one, it will create a new one for you.

  3. Close the report window, then try the conversion once again.

ClosedAccounts payable and accounts receivable accounts not found

If you have one or more vendors set up in QuickBooks, you must have an accounts payable account listed in your chart of accounts before beginning the conversion. If you have one or more customers, you must have at least one accounts receivable account set up in your chart of accounts before beginning the conversion.

ClosedPayroll preferences and tax records not available after converting

This information from QuickBooks is not converted to Sage 50 format. You must enter it manually. Tell me more about this.

ClosedTroubleshooting error messages

Below are some of the error messages that can appear when you are initiating or running the conversion process:

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