Simply Accounting to QuickBooks Conversion

by James Antonio

Simply Accounting and QuickBooks are different most leading accounting software. QuickBooks is developed by Intuit whereas Simply Accounting is introduced by Sage. No doubt, both the software is well appreciated accounting solutions but sometimes, you may need to perform Simply Accounting to QuickBooks conversion in order to manage your business well. QuickBooks is the most efficient, effective, and accurate software for accounting & bookkeeping purposes. You can switch from your previous expensive and complex accounting software to QB software that has a highly user-friendly interface anytime without missing a single data file or folder. This guide is based on the Simply Accounting to QuickBooks Conversion with much ease.

Must See: Sage 50 to QuickBooks Data Conversion

What are the Lists and Transactions can be Converted

Check out the complete list of Lists that can be easily converted:

Transactions can be Converted includes:

  • Bills
  • Vendor Payments
  • Invoices
  • Customer Payments
  • Credit Memos
  • Payroll (converted as Journal Entries because QB does not support payroll import)
  • Vendor Credits
  • Item Receipts
  • Estimates
  • Transfers
  • Purchase Orders
  • Sales Orders
  • Payroll Liability Checks
  • Purchase Orders
  • Checks
  • Sales Tax Payments

Must See: XERO to QuickBooks Data Conversion

Benefits of Simply Accounting to QuickBooks Conversion

QuickBooks is a trustworthy accounting solution for most small business owners as it helps to streamline accounting and business processes. It is considerably one of the best accounting solutions in terms of creating and customizing invoices and other sales documents. It is highly compatible for both Windows and Mac desktops including other software making it easy to start the software straight from your desktop. It is user-friendly accounting software so you can get started working right away without running into a steep learning curve. Above all that, if you encounter any unexpected errors or issues, QuickBooks support team will be available all round the clock to assist you in an action.

Steps to Convert Simply Accounting to QuickBooks

You can make use of the QuickBooks Conversion Tool to convert from Simply Accounting to QuickBooks. Let’s explore the steps that come under this QB Conversion Tool:

Step 1: Simply Accounting (also commonly known as Sage 50) Company File Access

  • Initially, launch your Sage 50 and then open the company file that you want to convert
  • Go to the Main tab >> Maintain >> Users >> Setup Security
  • Next, select the tab called “Data Access/Crystal Reports”
  • Now, pick the option “With the following login information”
  • After that, change to set a new password
  • Once done with that then set the password and then closes the Sage 50.

Step 2: Download and Run the Conversion Tool

  • The very first, download and install the QuickBooks Conversion Tool.exe
  • Next, make sure that you Run it as an Administrator
  • Search and perform a right-click on the icon QuickBooks Conversion Tool
  • Pick the option “Run as Administrator”

Note: You have to Run as an Administrator every time whenever you use the Tool

Step 3: Browse and Convert the File

  • To begin with selecting the Browse in order to select the Sage 50 company file
  • Select the appropriate company name as the Database Name within the “Pervasive 32-bit ODBC engine DSN Setup” window
  • After that, click Ok
  • Now, enter the correct Sage 50 Company file password and then hit Next
  • Choose the QuickBooks product that you’re converting to and then browse the company file
  • Once done with that then click Next
  • Note: The default save location is C:\USERS|YOURUSERNAME\MyDocuments, unless you specify your own specific location
  • Now, everything is ready to convert and the Convert window will display you the complete conversion
  • Select Convert File in order to start the conversion process
  • Once you click the Convert File immediately the QuickBooks Conversion Tool begin the conversion process
  • You have to be patience as it takes time to convert you data
  • Once completed then a Finished window will open
  • Select the option Open in QuickBooks
  • Finally, check to confirm that everything is done correctly.

Step 4: Verify the Results

In case, you find any missing transactions then be sure that you check out all the failed transaction log files which are located at C:\USERS\YOURUSERNAME\My Documents\Intuit\QuickBooks Conversion Tool.

Must See: Peachtree to QuickBooks Data Conversion

Hopefully, the above QuickBooks Conversion Tool works seamless to effectively convert your data. The only suggestion is perform each and single step carefully for Simply Accounting to QuickBooks Conversion.


What are the Things that can be Converted in the Simply Accounting to QuickBooks Conversion?

Balances, key lists, and transactions including the following:

● Employee lists
● Customer lists
● Account lists
● Vendor lists
● Vendor transactions
● Item lists
● Account balances
● Customer transactions

Payroll information including the following:

● The information of Employee list such as key contact information and social security number
● Insights and information of payroll ledger account balance

What are the things that cannot be Converted in the Simply Accounting to QuickBooks Conversion?

Payroll information including the following:

● Payroll items
● Paychecks
● Individual employee wages or reduction information
● Employee Year-To-Date information

Other information includes:

● Work tickets
● Fixed asset items
● Closes orders such as estimated sales orders, and purchase orders.

Why do Users Look to Switch Simply Accounting to QuickBooks?

QuickBooks is the most efficient accounting solution for small business as it has a highly user-friendly interface that helps you to streamline your business practices. All versions of Simply Accounting can be migrated to QuickBooks with 100% accuracy. The conversion will guarantee the Trial Balance, Profit and Loss, and Balance sheets in QuickBooks will exactly match your Sage 50 data.

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

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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