A Complete Guide to Help You Convert Sage 50 to QuickBooks

Do you want to transfer your accounting and bookkeeping data from Sage 50 (previously called Peachtree) to QuickBooks Desktop? Read this blog to learn how you can use the QuickBooks Conversion Tool to convert from Sage 50 to QuickBooks Desktop. Moreover, read the valid solutions to fix any errors that may arise during the data transfer process.

You will learn how to utilize a simple step-by-step procedure to run the QuickBooks Conversion Tool. Once you run this tool, the Sage 50 data will move to QB Desktop, allowing you to perform all your operations. This tool has gained widespread popularity due to its efficiency and reliability. 

Let’s dive into the article to learn how we can utilize the QB Conversion Tool for the Sage 50 data transfer process to QuickBooks.

Moving Sage 50 to QuickBooks: Essential Requirements  

The following points describe all the crucial requirements that your system must satisfy so that you can move Sage 50 data to QuickBooks effortlessly: 

The QuickBooks Conversion Tool won’t transfer all the data from Sage 50 to QB Desktop. You must know all the limitations of this tool as that will help you in managing all your data successfully. Read the following points to understand what data will move to QuickBooks and what won’t:

1.  You should examine the following table to learn about the data transfer limitations of the QB Conversion Tool:

2. You can understand all the data transfer limitations of the QB Conversion Tool through the following points:

• The tool won’t transfer a chart of account numbers if any of the account numbers are seven or longer.
• The foreign currency data is moved to the home currency. 
• You might notice that the tool uses a dummy customer or vendor to match the Account Receivable (AR) and Account Payable (AP) history. 
• The tool will post transactions under a future date in QB Desktop if the relevant journals also have the future date.
• You can find some reversed journals transferred to QuickBooks by the tool. If you erase those journals, your account data may get imbalanced.

3. You can transfer data to QB Desktop from Sage 50 only if both belong to the same region. For instance, if you have a US edition of the Sage 50 application, you can convert it only to a US edition of QB Desktop. 

Now, let’s know what steps we must take before beginning the data transfer through the QB Conversion Tool. 

Shifting Sage 50 Data to QB: Learn the Initial Steps 

You need to run some initial steps to make sure that you can smoothly finish the data transfer from Sage 50 to QuickBooks. The following points mention what actions you need to take before moving the data:

1. Install QB Desktop and Save the Sage 50 Backup Data

• Firstly, you should ensure the installation of QB Desktop on the same system as Sage 50.
• The QB Desktop should be installed on your local hard drive. 
• You must create and save a backup of the Sage 50 data before beginning the conversion process.

2. Create a Password in Sage 50 for the Data Transfer

• Access your Sage 50 account in admin mode and open the file that you want to transfer to QuickBooks. 
• Choose the Main menu, after which you must click the Maintain tab.
• After that, go to the Users tab and tap the Setup Security option.
• Next, choose the Data Access/ Crystal Reports tab and click the With the following login information option.

• After that, choose the Change option and set an 8-character password for the data transfer process.
• Tap the OK button, and after that, you can exit the Sage 50 application window.

Let’s move to the following section to commence the data transfer process to QB from Sage 50.

Salient Steps to Carry Sage 50 Data to QuickBooks Desktop

You should follow these points to successfully transfer the Sage 50 data to your QB Desktop application:

1. Download and Install the QB Conversion Tool

• You should download the QB Conversion Tool and save the file in a suitable folder.
• Access the folder where you have saved the Conversion Tool file and right-click the icon of the QuickBooks Conversion Tool.
• Choose the Properties tab and access the Compatibility mode.
• After that, mark the checkbox for Run this program in compatibility and choose the Windows 8 option (even if you are using Windows 10) through the dropdown tab.
• Click the OK button and right-click the icon of the QuickBooksConversionToolSetup.exe file. 
• Finally, choose the Run as Administrator option and install the QB Conversion Tool successfully.

2. Execute the Sage 50 Data Conversion Process 

• Access the QB Conversion Tool and use the Browse tab to select the Sage 50 company file that you want to transfer to QuickBooks.
• After that, go to the Pervasive 32-bit ODBC Engine DSN Setup section and choose the Sage 50 company file through the Database Name tab. You can use the scroll option to select multiple Sage 50 company files.

• Tap the OK button and type the Sage 50 password that you created in the previous step.
• Hit the Next option and choose the QB Desktop edition.
• Use the Browse tab to select the folder where the converted Sage 50 data will be saved. If you don’t choose any folder, the converted Sage 50 data will be saved in the My Documents folder.
• Now, review your Sage 50 file and tap the Convert File option to commence the data transfer process.
• You must tap the Yes option if any prompt appears on the screen during the conversion process. 
• Once the data transfer process is completed, you will find the Open in QuickBooks option on the screen.

3. Review the Transferred Data in QuickBooks

• Click the Open in QuickBooks option and review all the data that has been transferred to your QB Desktop application.
• After that, open the Start menu and launch the File Explorer window.
• Next, go to the QuickBooks folder using the following path: C:\USERS\[Your Windows User Name]\My Documents\ Intuit\QuickBooks.
• Open the failed transaction log file to review all the transferred data. You will be able to determine if any data failed to get transferred to QuickBooks.
• Finally, launch your QB Desktop application and start working on the transferred data. 

Now, if you have experienced any errors during the data transfer process, you can read the next section to learn how you can rectify them.

READ MORE: Setup Email in Sage 50

Fixing Errors During the Sage 50 Conversion to QB Desktop

There is always a possibility of experiencing some error messages when converting Sage 50 data to QB Desktop. Here are the points that explain how you can fix the following common error messages:

Winding Up

In this comprehensive blog, we have thoroughly explained all the steps that you need to follow to convert from Sage 50 to QuickBooks Desktop. Hopefully, you were able to perform the Sage 50 data conversion to your QB Desktop application. If, however, you are experiencing any errors, or if you need further assistance and information, contact our A2AutoCare’s professional.

Convert from Sage 50 to QB Desktop FAQs

Gabby Taylor

Gabby Taylor, combines financial expertise with literary prowess. With over a decade in finance, she crafts insightful narratives on navigating fiscal complexities