Sage BusinessWorks is one of the powerful accounting solutions to simplify your finance-related work. However, sometimes the feature does not suit your business requirements, and you want to change your software to QuickBooks.
Well, business development is on priority! Every organization wants to utilize the best tool appropriate for their needs. Switching to another accounting system is not a big deal; complexity occurs only at the time of migrating vast amounts of data from Sage Business Works to QuickBooks.
This data conversion is a time-consuming and complicated task; you have to perform this under professional surveillance or hand over to the experienced service provider.
A minor mistake can create a disturbance in the database, so here we will know the guidance regarding the data migration process from Sage BusinessWorks to QuickBooks.
Insights about data which can be converted:
Here is the list of content which is convertible:
Lists:
- Non-inventory items
- Jobs List
- Customer list
- Chart of Accounts
- Vendor List
- Employee List
- Assembly Builds items
- Non-inventory items
- Service items
Transactions:
- Customer Payments
- Sales Receipts
- Invoices
- Customer Payments
- Bills
- Vendor Payments
- Journal Entries
- Checks
- Item Receipts
- Liability Adjustments
- Paychecks(as Journal Entries)
- Inventory Adjustments
- Payroll Liability Checks
- Transfers
- Sales Orders
- Estimates
- Sales Tax Payments
- Purchase Orders
What data is not converted into the migrating process from Sage BusinessWorks to QuickBooks?
Below is the type of data that is not convertible:
- Price levels cannot be migrated.
- Attachments
- Budgets
- Custom/forms/reports/templates
- Bank Reconciliation
- You have to manually perform A/R and A/P payment once complete the conversion via Receive Payments or Pay Bills screen. You need to locate the fix unapplied Credit/payments option appearing in QuickBooks Accountant Edition
- Non-posting transactions
- Payroll checks need to migrate as journal entries
- Memorized transaction definitions & Recurring definition cannot be migrated
How to convert data from Sage BusinessWorks to QuickBooks with QuickBooks Conversion tool?
- Firstly you have to convert the company data file of SageBusinessWorks into a file which is compatible with the tool
- Export the data from SageBusinessWorks to Sage 50. The data have to export as the compatible format
- Verify both software are installed in the same system
- Launch the Sage 50 then open the files which need to be converted
- Be ready for converting Sage 50 into QuickBooks.
- Modify the password in the Crystal reports option
- Close the application
- Now download the QuickBooks Conversion tool from the Intuit official Website and then start the installation.
- Save it on the system.
- With administration right launch the application
- Start converting Sage 50 files into QuickBooks.
- Choose the QuickBooks Company file to establish the connection.
- Select the QuickBooks Desktop version
- Now choose the appropriate folder to save the file.
- Once the tool completes the data conversion, you can open the newly created file in QuickBooks.
Conclusion:
That’s all about data conversion of SageBusiness Works to QuickBooks! It is a tricky process; there might chance of data loss, so it is recommended to take the assistance of a third-party service provider. Discover the reliable source to perform the data migration process accurately.
