To move Data over or start from scratch ?

Hi everyone,

We have been using Sage 50 Canadian edition for years. When we upgraded to 2017 the sales rep made many claims that were not true, Such as Unlimited numbers of price lists, when in fact the limit was 100.

Also the company was started 10 years ago the owner had put Inventory items all under services. Our accountant says the General ledger is a mess and we do have a lot of old customers and clutter .

Now the new manager wants to switch to Quickbooks and already purchased the new software.

I have been talking with a few company's about converting the data file from sage to QB.

We only want the last 3 years and don't want the old services moved over, just the customers and inventory items as we don't have a count on inventory.

My question is: Does it make sense to just start from scratch and not move any data over ? Of course we will still have sage in case we need to reference old data.

What are the pro's and con's ? I don't mind taking a weekend to input customers and inventory items.

So do we pay the $500 to have the files converted over or just start from scratch ?

I appreciate any input in advance.

Parents
  • 0

    I would have two questions that obviously would lead to more. Despite already owning QB which program will best suit the needs of the company? a full analysis would be wise. And the second question, what is converted for the $500? Until these are answered it is hard to list the pros and cons. However, one pro to staying with Sage 50 is familiarity for the users. You can just start a new company file and transfer the customers, vendors and chart of accounts. Add in your inventory, then add you trial balance. Because the old transactions are not transferred to the new company you will be able to delete old customers and vendors with whom you no longer deal. If you use payroll the employees can also be transferred and it is best to do this at year end. For Payroll purposes you will want to keep the old company file running for T4 forms etc. 

    If it is determined that QB is the best solution and cost effective we are back to what do you get for the $500 and how long is the learning curve.

    Good Luck.

Reply
  • 0

    I would have two questions that obviously would lead to more. Despite already owning QB which program will best suit the needs of the company? a full analysis would be wise. And the second question, what is converted for the $500? Until these are answered it is hard to list the pros and cons. However, one pro to staying with Sage 50 is familiarity for the users. You can just start a new company file and transfer the customers, vendors and chart of accounts. Add in your inventory, then add you trial balance. Because the old transactions are not transferred to the new company you will be able to delete old customers and vendors with whom you no longer deal. If you use payroll the employees can also be transferred and it is best to do this at year end. For Payroll purposes you will want to keep the old company file running for T4 forms etc. 

    If it is determined that QB is the best solution and cost effective we are back to what do you get for the $500 and how long is the learning curve.

    Good Luck.

Children
No Data