How to Convert QuickBooks Online to Sage 50

Changing from one particular software to a different one can be quite a daunting task, based on the business, and […]

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Changing from one particular software to a different one can be quite a daunting task, based on the business, and the tenure of your presence in the particular line of business. There is a certain amount of subtle data you need to change along with when you wish to change your present software to a different one.

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    There are several reasons because of why QuickBooks users try to convert QuickBooks Online to Sage 50. One of the primary reasons is to meet their particular business requirement. When such a requirement comes up, users look for a stable and flexible cloud solution with Sage 50.

    For a proper conversion process, you require proper guidelines to enable you to manage your specific situation. In today’s article, we will talk about the efficient processes that allow you to make the conversion process smooth and seamless.

    Let’s begin by getting a brief understanding of Sage 50.

    What is Sage 50?

    Sage 50 is a comprehensive accounting solution that benefits small and mid-sized businesses. It provides several core characteristics and processes like financial reporting customer management, A/P, and A/R. Not to mention, Sage 50 cloud-connected characteristics like Microsoft Excel-based Reporting, Automatic Bank Reconciliation, Online Payment, and Invoicing, along with Sage Payroll boost the efficiency of the user.

    Furthermore, Sage 50 is created in compliance with the accounting principles that uphold precision and inhibit common issues. Security functions comprise suspicious transaction flagging, Audit Trails, along with user access settings. Adding to its credentials, the data will be backed up to the cloud.

    Now that we know about Sage 50, Let us get a brief understanding of the benefits of Sage 50 over QuickBooks Online.

    What are the Benefits of Sage 50 over QuickBooks Online?

    Here are some points that highlight the key benefits of Sage 50 over QuickBooks Online:

    • QuickBooks acquires Your Business Data, Financial Records, Reports, etc., and arranges them for you so all this data is easy to Handle, Manage, and Read. Sage, on the other Hand, Arranges, Helps, and streamlines several Accounting tasks.
    • Sage is a Wonderful Application for Preparing Financial Reports, Completing Business Management, keeping Records, But QuickBooks Enables you to Keep up with the Payroll and Several other Financial Factors of Businesses such as Sales, Expenses, and Purchases.
    • QuickBooks is Primarily used for Small-sized Business Enterprises that use Bookkeepers. Sage, on the other Hand, is Primarily used for Mid-sized and Small Business Enterprises with a Controller or a CFO Who Require Industry-oriented Customized Features.
    • QuickBooks is a Perfect Business Solution for those Business Owners Who Require Management Tools to keep their Business Up and Running Smoothly and Hassle-free. Such Businesses can be Small or Mid-sized. Sage, on the other Hand, Provides Something or the other for Every Type of Business. Regardless of the Size of the Business, Sage is Available to the Owners at Different Price Points.

    How to Convert QuickBooks Online to Sage 50?

    It is possible for users to convert QuickBooks Online to Sage 50 Format. However, Prior to moving to the conversion process, You need to go through the points mentioned below:

    • The list of QuickBooks that can be Changed Comprises Vendors, Employees, Item Transactions, Accounts, Customers, Jobs, and Current Balances.
    • You can only Change from one Version to Another Which are a Maximum of 3-year-old
    • Prior to Clicking the Particular Links on the Given Screen, It is Suggested that you go Through the Details Very Precisely. It Enables you to Ensure the Data from Your Specific Business can be Changed as Swiftly and Smoothly as Possible.
    • The process of Changing a Company from QuickBooks to Sage 50 Enables you to take a Plethora of Decisions on How You Wish to Change Company to Run in Sage 50.

    To acquire the process of changing from QuickBooks Online to Sage 50 swiftly, you need to follow the steps given below:

    Step 1: Arrange the Conversion Prior You Begin the Conversion

    You must make sure that the QuickBooks Company is created in a particular way so that Sage can understand your data in the right manner prior to converting company data to Sage 50 format. It will enable Sage 50 to convert the company information very smoothly.

    Step 1: Authenticate QuickBooks Company Name.

    Step 2: In this step, You need to see that Your Particular Company Data Comprises a Proper Company Name. In order to Authenticate that You need to Navigate to the QuickBooks Company Menu and Choose Company Information. It will Show a Screen Named Company Information.

    Step 3: Now See if the Company Name that You have typed is within the Field, Legal Name. This is Important Because Sage 50 will Change What is Added in the Legal Name Field as the New Sage 50 Company Name.

    Step 4: When it is Completed, Press OK.

    Step 5: Authenticate QuickBooks Company Account Types

    Authenticate that the QuickBooks Company has a Minimum of one of the Account Types Mentioned Below:

    • Retainable Payable
    • Print and Process Bills and Checks
    • Process all the Shipments
    • Process and then Sync all the Relevant Electronic Bills
    • Backup Your QuickBooks Company Data
    • Accounts Receivable
    • Print all the Forms as well as Checks
    • Approve all the Credit Card Transactions
    • Accounts Payable
    • Resolve all the Relevant Bank Accounts for the Moment Prior to the Conversion

    In such a time, It is possible to Create a Backup of Your Data from the Particular QuickBooks Company. Please refer to the online support of the program or the written guidelines in order to back up the data inside the accounting software QuickBooks.

    Step 2: Monitor the Conversion Wizards

    Step 1: Navigate to the File Menu. Now Choose the option, Convert a Company.

    Step 2: Select the QuickBooks Radio button. Now Press OK.

    It is also Possible to Launch the Conversion Wizard by Selecting Open Company QuickBooks company. Instead, on the Start window, Choose Convert from Another Accounting Period. Now Choose the QuickBooks Radio Button and then Press OK.

    Step 3: Accessing the Conversion Wizard

    The Conversion Wizard Comprises of a set of Windows with Instructions and Options. The first screen named, Welcome to the QuickBooks to Sage 50 Conversion Screen, Signifies What type of things can be Performed in QuickBooks Prior to the Beginning of the Conversion.

    You can now click the Next Button to Start When you wish to Begin the Conversion. The Windows Which the Wizard Comprises of include:

    • What you Wish to Change?
    • Loading QuickBooks Company
    • Mention Quote-good through Dates
    • Select an Accounting Period
    • Select the Expense and Sales Defaults
    • Review Lists
    • Set up Payroll and Employees
    • Which QuickBooks Company is being Converted
    • Open Company in Your QuickBooks
    • Checking Account Numbers
    • Mention the Proposal Complete by Dates
    • Select the First Period of the Fiscal Year
    • Ready to Convert
    • Conversion in Progress
    • Change QuickBooks Online to the Recent Sage 50 Version

    Note: The last window signifies that the conversion is over. If you require, it is possible to use the conversion log to check what was converted and any issue that has occurred.

    Compared to QuickBooks Online, Sage is an improved accounting program that provides users with more choices when it is about job estimations and personalization, compared to QuickBooks Online. We hope that the steps provided above will help you to convert QuickBooks Online to Sage 50 with ease.

    Still, If you seek assistance, get in touch with our Dancing Numbers team via LIVE CHAT.

    Accounting Professionals, CPA, Enterprises, Owners
    Accounting Professionals

    Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
    +1-800-596-0806 or chat with experts.


    Frequently Asked Questions

    Is it Possible to Customize Reports and Forms with Sage 50?

    Yes. It is possible to customize reports along with forms to meet particular requirements with a report designer that is built inside Sage.

    Is it Possible to Track the Expense of Business Projects via Sage 50?

    The standard feature of Sage 50 is job tracking. It offers you an overall time and billing job costing characteristics that enable you to phase.

    Features of Dancing Numbers for QuickBooks Desktop

    Imports

    Imports

    Exports

    Exports

    Deletes

    Deletes

    Customization

    Customization

    Supported Entities/Lists

    Dancing Numbers supports all QuickBooks entities that are mentioned below:-

    Customer Transactions

    Invoice
    Receive Payment
    Estimate
    Credit Memo/Return Receipt
    Sales Receipt
    Sales Order
    Statement Charge

    Vendor Transactions

    Bill
    Bill Payment
    Purchase Order
    Item Receipt
    Vendor Credit

    Banking Transactions

    Check
    Journal Entry
    Deposit
    Transfer Funds
    Bank Statement
    Credit Card Statement
    Credit Card Charge
    Credit Card Credit

    Employee Transaction / List

    Time Tracking
    Employee Payroll
    Wage Items

    Others

    Inventory Adjustment
    Inventory Transfer
    Vehicle Mileage

    Technical Details

    Easy Process

    Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

    Error Free

    Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

    On-time Support

    We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

    Pricing

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    Importer, Exporter & Deleter

    *See our Pricing for up to 3 Company Files

    $199/- Per Year

    Pricing includes coverage for users
    • Services Include:
    • Unlimited Export
    • Unlimited Import
    • Unlimited Delete

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    Accountant Basic

    *See our Pricing for up to 10 Company Files.

    $499/- Per Year

    Pricing includes coverage for users
    • Services Include:
    • Importer,Exporter,Deleter
    • Unlimited Users
    • Unlimited Records
    • Upto 10 companies

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    Accountant Pro

    *See our Pricing for up to 20 Company Files.

    $899/- Per Year

    Pricing includes coverage for users
    • Services Include:
    • Importer, Exporter, Deleter
    • Unlimited Users
    • Unlimited Records
    • Up to 20 companies

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    Accountant Premium

    *See our Pricing for up to 50 Company Files.

    $1999/- Per Year

    Pricing includes coverage for users
    • Services Include:
    • Importer, Exporter, Deleter
    • Unlimited Users
    • Unlimited Records
    • Up to 50 companies

    Dancing Numbers: Case Study

    Frequently Asked Questions

     
    How and What all can I Export in Dancing Numbers?

    You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

    You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


    How can I Import in Dancing Numbers?

    To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


    How can I Delete in Dancing Numbers?

    In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


    How can I import Credit Card charges into QuickBooks Desktop?

    First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


    Which file types are supported by Dancing Numbers?

    XLS, XLXS, etc., are supported file formats by Dancing Numbers.


    What is the pricing range of the Dancing Numbers subscription Plan?

    Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


    How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

    We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


    How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

    First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

    To review your file data on the preview screen, just click on "next," which shows your file data.


    What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

    Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

    Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


    Why should do you change the Employee status instead of deleting them on QuickBooks?

    If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


    Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

    Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


    Why should do you change the Employee status instead of deleting them on QuickBooks?

    If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


    What are the various kinds of accounts you could access in QuickBooks?

    QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

    Get Support

    Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

    Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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