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Herman HHML

Migration of Desktop Simply Accounting Plus to Sage Accounting Cloud

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My PC suddenly died, with my Simply Accounting Plus Desktop installed. It's unknown if the PC can be repaired, so the shop gave me the Data files in a FOB. I have subscribed to Sage Cloud. However you can only migrate from an existing Simply Accounting Version directly to the Sage Cloud.

Since I only have the Data Files stored on a FOB is there a way I can migrate my data just from my FOB to the new Sage Cloud program. As I don't want to buy a PC just for running my Sage Cloud, can I use my existing Mac computer to operate the new Sage Cloud program 

Thanks 

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    Hi  ,

    Thanks for reaching out.  It's great that you have the data files on a FOB, and I understand your concern about not having a PC to directly migrate to the cloud version.

    Here are the steps and options for migrating your data to Sage Accounting Canada:

    1. Data Migration Tool:

      • Sage has created a migration tool specifically for transferring data from Sage 50 Canada to Sage Accounting. This tool can help move customer and vendor records, transactions, Chart of Accounts, Opening Balances, and other accounting journal transactions, including banking transactions.

    2. Using Sage Expert Data Services:

      • If you encounter challenges with the migration tool, Sage Expert Data Services can assist with the migration process. They offer services like Expert Data Services and Customization Services. You can contact them at [email protected] for specialized assistance.

    3. Options for Mac Users:

      • Sage Accounting is cloud-based and should be accessible from any computer with internet access, including your Mac. So, you don't necessarily need to buy a new PC for running Sage Accounting.

    4. Manual Data Transfer:

      • If the automated tools do not fit your needs, you can export your list information as .CSV files from your FOB and import the data into Sage Accounting. However, historical data might need to be transferred manually.

    5. Subscription Requirement:

      • For Canadian customers, note that you can only migrate if you have subscribed to Sage Accounting PLUS. If you’re currently on Start or Standard, you will need to upgrade.

    6. Consult Migration Guide:

      • The Migration Guide article available on Sage’s website can provide detailed instructions and is a valuable resource during this process.

    I hope this information helps you with the migration process. If you have already completed this migration or found a solution, please let us know. Otherwise, if you need further assistance or guidance, feel free to reach out. Hope this helps, happy holidays! 

    Warm Regards, 
    Erzsi

*Community Hub is the new name for Sage City