Quickbooks Desktop conversion

SUGGESTED

Hello

I have a client who is changing bookkeepers (I'm retiring!) and has found one who works on Sage 50 only.  My client's books are on Quickbooks, as that is what she was using when I took her on as a client.

Has anyone successfully converted from QB to Sage?  Can the history be converted?  Are general journal entries converted?  From what I have read the Sage conversion tool exports lists and current balances only, but it would be good to hear from people who have experienced this.

I'm trying to help her, but if it requires a third party to convert then the cost may be to prohibitive for her.  She just wants to be able to run comparative financials and be able to drill down on details for the prior year.  

Thanks in advance

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    SUGGESTED

    Debbies:

    There is no direct conversion of Quickbooks to Sage 50 to include history. There are 3rd party developers who can accomplish this feat but there would be a cost. I am guessing about $1500. and upwards.

    To convert Quickbooks to Sage 50, only accounts, vendors, customers, inventory & employees can be imported. From there an opening trial balance of ledger accounts need to be entered, then balances from each period would have to be entered for each account to do any comparative reports in Sage 50(basically journal entries) for the history required. My suggestion is to either work with Quickbooks or start with Sage 50 and gradually accumulate data to run comparative reports. We can help if you need assistance.

  • 0 in reply to Agate

    Thank you for your response.  This confirms what I have been able to to gather from other sources.  I've started a Sage 50 file for this client to pass on to the new bookkeeper and will give her excel format files of quarterlies to stitch together with Sage data for comparatives in the short term. 

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    typically sage will do import for free- however its important to keep both running for interim to make sure things are kosher and not missing