Transitioning from Sage 50 to QuickBooks Online is significantly easier than most people believe. Let's have a look at how simple it is using the following tutorial. Before we proceed with the actual procedure there are a few important and mandatory things to be done right ahead of the conversion process. Let us take a look at how to convert from Sage 50 to QuickBooks Online and what to do:

QuickBooks Online pre-conversion checklist activities

Listed below are a few things that are to be taken care of before the conversion process starts.

  • Accounts with banks and credit card companies- When you first start using QuickBooks Online, you may be asked to link your bank and credit card accounts. Please do not proceed until asked to do so in the post-conversion checklist.
  • Remove all of your QuickBooks Online data- It is mandatory to ensure that there are, no current transactions existing in your QuickBooks Online file when you begin the converting procedure. In case, you have data in your organization, you will need to erase it before submitting your Sage 50 file to Dataswitcher.
  • Numerous currencies- Now, if you are a user who uses several currencies in Sage 50, you should remove multi-currency in QuickBooks Online as well. if you want to erase your QuickBooks Online data, be sure you enable multi-currency once you've done so since this will reset your settings.
  • The sales tax Before your conversion, Sales Tax should not have been activated in QuickBooks Online. If you have enabled it, you must remove your QuickBooks Online data. Now that you are familiar with the pre-conversion steps, let us right away proceed to the process of conversion.

Conversion of Sage 50 to QuickBooks Online

You may run into problems if you manually convert from Sage 50 to QuickBooks Online. Although there is currently no direct way to convert Sage 50 to QuickBooks Online, you may end your misery right here and continue to convert the Sage files to QuickBooks Desktop using the methods described in the last section, and then import the QuickBooks Desktop files into QBO.

Follow the steps mentioned below for a hassle-free conversion, if the steps are performed with accuracy there will be fewer chances of encountering uninvited errors:

Right after when you have completed all essential pre-conversion checklist items for Sage 50 and pre-conversion checklist tasks for QuickBooks Online. You will have a file entitled DS CONVERSION.001 (not PRE CONVERSION.001), you need to further will submit this file to Dataswitcher.

Things you need to be aware of

A. First, Examine the conversion checklist.

B. Then, Your QuickBooks Online account must be reset.

C. Use QuickBooks Online only when the conversion is finished.

  • Step 1: Check the Contact details
  • The user needs to provide the following information, accurately:
  • Their contact information.
  • Email address of the person at your company responsible for the conversion.
  • After the above step, proceed to select Next or sign in using your Intuit ID.
  • Step 2: Now, the First and foremost thing is to log in as an Administrator to QuickBooks Online and access the company file you want to export to QBO.
  • Step 3: After the subsequent step, now Go to Company > Export Company File to QuickBooks Online in Desktop Pro or Premier. Also note, that Desktop Enterprise requires Ctrl+1 followed by Ctrl+B+Q.
  • Step 4: Next, Press the Begin Export button.
  • Step 5: Once the above step is done, further, Select Yes or No depending on whether you want to import track inventory.
  • Step 6: Now, From the drop-down menu, Pick an online company and Choose the business from the list that you want the new file to replace.
  • Step 7: Next, Continue by clicking the Continue button. A text box appears, into which you must input 'Agree.' Then hit on Replace.
  • Step 8: Finally, after selecting Yes, click Update to update the data.

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