To add to the question above Housecall Pro is a US based company that my clients use to process their invoices, and accepts payments. These invoices are then moved into quickbooks, and the payments are deposited into the clients bank account.

Contacted Housecall Pro, they only integrate with Quickbooks.

Thank you you all 

Hi Lana Laskovic 

Thanks for reaching out. If you're looking to transition from Housecall Pro and QuickBooks to Sage 50, it's important to ensure a smooth transfer of your invoice data. 

Sage 50 Canada's steps for importing invoice data requires preparing your files in in IMP format. Here's a summary of the steps:

1. Export Invoice Data: Firstly, export your invoice data from Housecall Pro and QuickBooks. You'll need to ensure it is formatted to match the .IMP file structure used by Sage 50, which includes headers, transaction types, and details enclosed within specific tags.

2. Prepare .IMP File: The .IMP file should include header information with the version number and country code, followed by transaction details for purchase invoices, sales invoices, orders, and quotes. For adding vendors or customers, the file should contain the respective transaction types with details like Name, OneTimeFlag, Contact Name, and address information.

3. Import Transactions: To import the .IMP file into Sage 50:

   • Use the 'Import Transactions' function within Sage 50: Click on File, Import/Export, Import Transactions.
   • Or use the Sage_SA_import.exe executable in the Sage 50 installation directory to import directly to your company file.

4. Backup Data: Always back up your data before proceeding with any import to avoid data loss.

5. Sage Support: For detailed instructions, please refer to Sage 50 Canada's customer support or consult a Sage-certified consultant for personalized assistance.

For further assistance and guidance on creating and importing .IMP files, you can chat with support or visit the Sage Knowledgebase for step-by-step articles and resources. 

Warm Regards,
Erzsi

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PS: You might also be interested in the capabilities of Sage AP Automation for a streamlined accounts payable process. Take a tour or watch a demo on Sage Marketplace.

Hi Lana:

If your data can be exported from Housecall Pro for sales invoices and receipt payments in an acceptable format, we may be able to develop an integration process to import the data into Sage 50. Contact us directly by e-mail [email protected] , telephone 1-866-467-2883 or web https://agateconsulting.ca