How to Convert Sage 50 to QuickBooks?

by James Antonio

QuickBooks is fully enriched with many tools and the latest technologies. Sometimes due to some conditions or situations users might to covert data from Sage 50 to QuickBooks. You can use the QuickBooks conversion tool. Below are the details mentioned on how to use that tool and convert the data from Sage 50 to QuickBooks.

Before proceeding ahead you need to check the things which you required while converting the data. Let’s have a look at it.

Steps to Convert Sage 50 to QuickBooks

Step 1: Checking the Requirements Needed for Conversion

Operating SystemWindows 10, 8.1 & 8
ProcessorMinimum – 500 MHz Intel Pentium II
RAMMinimum 512 MB
Hard Drive2.5 GB free space ( this is recommended)
Microsoft .NET FrameworkMinimum 2.0 Version
QuickBooks DesktopPro, Premier & Enterprise 2018 or higher
Sage 50Version 2013 and above

Conversion of Data Converts the below Things:

  • Account Balances
  • Account, Employee, Item, Customer and Vendor Lists
  • Employee profile and contact info
  • Customer and Vendor transactions
  • Paychecks
  • Payroll General Ledger account balance info

Some things can’t be converted such as work tickets, Closed or partially closed sales orders, purchase orders, and Estimates, etc. Also before conversion always remember that you can convert the version of Sage 50 and QuickBooks Desktop from the same region. Means, if you have Sage 50 of US version, then you need to convert it to QuickBooks Desktop US Version.

Step 2: Preparing for the Conversion

Always save the file locally to avoid the conversion tool error.

  • If you have not installed QuickBooks Desktop already, then you must do it on the same computer on which Sage 50 is available
  • Remember to check if the Sage 50 and QuickBooks Desktop data are saved on your local hard drive. If it has not done yet, move the data to a local hard drive before starting. If failed to move the data conversion tool gives an error if you are hosting a file on a network or server.
  • Create the Sage 50 data backup before proceeding

Step 3: Setup Sage 50

To follow the below steps you need the administrator user access.

  • Open Sage and then open the file which you want to convert
  • Select the Maintain option from the main menu
  • Select Users >>> Select Set up Security
  • Now select the tab Data Access /Crystal reports
  • Choose the option With the following login information
  • Now finally select the change and create the password for the transfer
  • After setting the password, select ok and quit Sage 50

Step 4: Download Conversion tool

  • First of all, download the conversion tool
  • Locate the folder and open it in which the downloaded file is saved
  • Now, right-click on the QuickBooks conversion tool icon and select properties option
  • Select the checkbox for Run this program compatibility for option, after that select the operating system which you are using from the drop-down window.
  • Select Ok
  • Right-click on QuickBooks conversiontoolsetup.exe and click on Run as administrator

Step 5: Convert your Data

  • Once you will see the conversion tool, click on the Browse option at the left side
  • Find the sage 50 company which you want to convert
  • In the pervasive 32-bit ODBC engine DSN Setup windows, from the Database name drop-down menu, select Sage 50 company file and then select OK.
  • Enter the Sage 50 password you have created in the above steps.
  • Click Next
  • Now, select the QuickBooks Desktop version to which you are moving your Sage data. In the available field mention the company file name.
  • Click on browse and select the folder where you want to save your converted data and after that select next. My Documents folder is the default folder if the user doesn’t pick any folder.
  • Check the information that you’ve entered. Now, select option Convert file and it will start the conversion process. At this time QuickBooks and the QuickBooks Application Certificate windows launch requesting access to the company file.
  • Click on “ yes prompt each time “ to allow the application and click continue
  • Once the process is done you will get to know.
  • After finishing go to the next step.

Step 6: Review the Conversion

After finishing, select open in QuickBooks. Check your data and confirm if everything is there. Recheck the transfer log as per the below steps

  • Click on the windows icon and open the start menu
  • Search and open File Explorer
  • Go to C:\USERS\[Your Windows User Name]\My Documents\Intuit\QuickBooks
  • Check the failed transaction log file available in the folder. From here you can know which data has not been transferred.

While converting sage 50 to the QuickBooks process, for any help or assistance simply  connected with the dancing numbers team. The team is available 24*7 to provide you help with all the things related to import, export, and delete the data. Dancing numbers team is having many years of experience which enhances problem-solving skills. You can also email at support@dancingnumbers.com or fill contact us form to get a call back from the dancing number executive.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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:
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  • 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

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

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