how easy to import quick books into sage?

Question

KimClement · Answer

Hi Larry, 
 I think it is easier to use the Sage program to convert the data rather than to import it. That being said, the conversion process may not give you the results you want as far as the transactions coming over, but generally the Maintenance records populate pretty well with little to no clean up. If you can get the Maintenance records (Customer, Vendor, Inventory, Jobs, Chart of Accounts lists) into a converted Sage company and you don't want the transactions that came over, you could set up a new Sage company #2 and export the Maintenance records from Company #1 and import them into Company #2. Then you would just need to enter beginning balances for the A/R, A/P, Inventory, General Ledger as per your cut over date. 
 For example, if your fiscal year is 1/1/2024-12/31/2024 and if your cut over date in 2/29/2024 for A/R, A/P, Inventory, then you would enter beginning balances for those balances under the maintain Customer, Vendors, etc. For the General Ledger you would enter beginning balances for 12/31/2023. Then in QB you would run a Sales Journal, Cash Receipt Journal, Purchase Journal, Payment Journal, etc. by GL account for Jan 2024 and Feb 2024 and enter that data into Sage company #2. 
 None of your history would be in company # 2, but you could reference history through QB. 
 I can't speak for what Sage Support is willing to do to assist you with a QB conversion, but I would certainly ask. 
 Hope this is helpful.

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how easy to import quick books into sage?

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