Whether it’s a personal choice or to utilize the cloud storage and other benefits of QuickBooks Online, moving your data from Sage 50 to QuickBooks Online can be a great choice, but it can be daunting sometimes. But no need to worry; this comprehensive guide will walk you through the entire process of transferring your data to a different accounting software using the Data switcher tool.

QuickBooks Online lets you save your data on the cloud, which allows you to access it from anywhere using any device. Before proceeding with the steps, prepare your Sage 50 and QuickBooks Online to ensure a seamless conversion. Now, let’s get started...

Need help converting data from Sage 50 to QuickBooks Online to enjoy the advanced and seamless accounting experience? Give us a call on +1(888)746-5005 to talk to QuickBooks ProAdvisor and let them handle the conversion.

Get Started with Sage 50 Conversion to QuickBooks Online

You can start the process to convert Sage 50 to QuickBooks Online preparation for data conversion. This includes resetting your QuickBooks Online to ensure no previous preferences can interrupt the process and your Sage 50 data is safe and protected with a backup file.

The automatic Dataswitcher tool will help you move your data successfully from on accounting software to another.

Step 1: What’s Necessary to Know

At the first step, the Dataswitcher conversion wizard will ask you to perform some crucial steps:

• Reviewing the checklist before the data conversion.

• Resetting the entire QuickBooks Online account.

• Use QuickBooks Online only when the conversion is complete.

Whenever it’s ready, click Let’s do it.

Also read : Sage 50 remote data access collaborate with your team

Step 2: Contact Details

To perform the data conversion, you must provide the following details:

• Your company name.

• The email address of the person handling the entire company's responsibilities for data conversion.

Hit Next or Sign in with your Intuit ID.

Step 3: Choose the Data You Want to Move

Choose the plan that suits you well or simply select the Pro plan and hit Continue.

Step 4: Review Your Selection

Dataswitcher shows the data that will be converted to Sage 50 by default or after some optional extras or selecting your preferred options. To add these extras to conversion, choose appropriately.

Hit on Confirm to continue.

Step 5: Prepare the Data

Once you have completed all the mandatory pre-conversion tasks, select the check box to confirm and proceed further:

• All of your accounts are reconciled in Sage 50.

• Must have completed tax reporting in Sage 50.

• Extract all the open invoices and credits from Sage 50.

• In the pre-conversion steps, ensure you have extracted all the required reports.

• Ensure and verify to ensure that you use the accrual accounting method.

• QuickBooks Online has been reset, and no prior preferences have been set.

• Read and understand what you can migrate and cannot during the Sage 50 conversion process.

• Once you have selected all the suitable checkboxes, click Browse, upload your Sage 50 files to the computer, and then select Open.

Finally, hit Confirm to upload your files.

Also see : Sage 50 Bank Reconciliation Feature

Step 6: Data File Checks

After moving your data to QuickBooks Online, the Dataswitcher will check your QuickBooks Online account settings and other preferences to ensure you have received the data you converted from Sage 50. The whole process usually takes a few minutes or more to so wait until then and do not close the browser.

Choose Start once this is done to finally send your files to Dataswitcher.

Step 7: Finally, Move Your Data

The handy tool Dataswitcher confirms that the process of converting your data from Sage 50 to QuickBooks Online has begun, and it will provide you with a link. You can enter the link to your browser to check the status of data conversion.

You will receive a confirmation email or receipt of your Sage 50 data files. It will share a link back to the Dataswitcher conversion wizard to check the status of data conversion whenever you want.

Note: Avoid using QuickBooks Online when converting your data. As it may interrupt the data conversion process.

Summary

Convert Sage 50 to QuickBooks Online seamlessly by moving your data using the Dataswitcher tool. Above, we have covered the stepwise instructions for a seamless data conversion. Hopefully, the above steps have helped convert your data. If you need expert assistance or want to hire a professional to perform the data conversion, dial +1(888)746-5005 and talk to our QuickBooks support team now!

Also see : Sage 50 Not Responding