Converting a company file From QuickBooks Desktop to a Sage BusinessWorks Company file

SUGGESTED

Hello!

We recently purchased sage BusinessWorks and would like to convert our previous QuickBooks file into sage BusinessWorks, so we don't lose anything.

I talked to support, and they told me I would have to manually enter in every transaction and import it, is there any program or website out there that can convert the file where I don't have to manually enter in 18 years' worth of accounting data?

Any help or suggestions would be greatly appreciated.

  • It is my understanding that BW only lets you keep 60 months data maximum

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    There is no such conversion software that I know of.  Yes 60 months in the Subledgers and 9 years in the GL. Your reseller should be able to help with current data imports and I would keep the quickbooks desktop available for history. 

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    Method 1: Talk to your IT guy/gal, about creating a virtual PC for the old Quickbooks PC that can be accessed on your network..                 


    Method 2:  I 've been using BW since the mid 90s and at the end of a fiscal year, just before "closing the books" for the year  , I make an EOY backup data file for each company. There is a special USER/PASSWORD created to access these files to prevent users for altering the data or "working" all day in the wrong data set.

    Example    ACME2022 ( would include all of 2022,2021, 2020 )   - we keep 3 years of data and 5 years GL

                       ACME2021 ( would have 2021,2020, 2019)

                       ACME2020 ( would have 2020,2019,2018) etc

    Prior to the pandemic, I kept 8 EOY files per company "active" , but now i'm only doing 5, the users can access but I have data files named all the way back to ACME2010

    In our case we, we typically only get requests for about 5 years old "what did I order on my last order" or warranty

    Why 3 years of data verse all 5 years that BW can ?  

     1.We have hit some of the limits in Vendors Invoices (max 12,000)

    2. Data access speed and just "junk" clean up. Customers come and go,

    I hope your server has been specified to be robust and fast. RAID 5 or 6 with SSDs & Multicore Processor.

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    SUGGESTED

    Welcome to Sage!  Unfortunately, there is no tool to convert Quick Books into Sage BusinessWorks.   I agree with both DeeDee Heyne and Vince Settipane’s responses to your questions. If you are looking for assistance with this, I would suggest working with your local reseller or Business Partner.  If you do not have one, you can reach out to your sales team by calling 800-447-5700 to request one.  You can keep 60 months for the subledger modules, 9 years for General Ledger.  Using Vince Settipane’s suggestion on creating a copy or archive company at the end of the year is a great suggestion for storing historical data.  In BusinessWorks, you can have up to 999 companies, so you can make copy/archive companies every year and toggle to them when necessary.  Also, Vince Settipane had a good point of storing data and how you can reach the maximum limit for certain transactions.  Please see enclosed articles regarding creating a copy company and maximums for the product.

    How do I create an archive company or copy of an existing company?

    What are the maximum limits or product specifications 

    If you have specific questions regarding the program feel free to search for a resolution on the Sage Knowledgebase at www.sagekb.com.  If you would like to work with a support analyst, they can be contacting by using Live Chat.  To get to Live Chat from within the program go to Help, Live Chat or by using this link: Live Chat 

    Sincerely,

    Coleen