The Accountancy Software Process to transfer Sage to QuickBooks Online
The team at Accountancy Software, qualified technicians and accountants, will transfer your Sage Data to QuickBooks Online. Depending on your version of Sage, there are different ways to approach this data transfer. However, our process is always the same. We do the hard work so you can focus on what really matters: your business.
Analysis
Analysis of your current Sage set up, business processes and functions to recommend a suitable QuickBooks package.
Account Set Up
Onboard to QuickBooks with a ProAdvisor. All questions will be answered. What type of migration do you require? How long will it take?
Migration
We transfer your Sage data to QuickBooks Online. Depending on the project, a timeline of 8 to 12 working days can be expected.
Training
Training is done over Zoom and completely customisable to your requirements and your team. We recommend two hours for every new QBO user.
How we transfer your Sage data to QuickBooks Online
A rebuild of a new dataset is required when we convert Sage to QuickBooks Online.
This is a manual process that requires us to import data from your datasets. With this option, you have the opportunity to cleanse the data within your file, removing any old or unused customers and suppliers.
We recommend that this option is done at the end of the client’s financial year. This way, we can take the closing trial balance from Sage and use this as the opening balance on QuickBooks Online.
A rebuild of a new dataset is also recommended in the following scenarios
- If migration is unavailable due to corruption in the dataset or any other reasons that our team might identify.
- Slow performance when using your accounts package.
What is included?
- Set up your chart of accounts (COA), which replicates your accountant’s set-up.
- Import all your customer & supplier details from your old accounts software, including name, address, phone, and email, to their opening balance.
- If required: Set up class tracking so that we can produce a profit & loss by class or department.
Quotes are based on a review of the data provided by the client.
If you need any other data transferred from Sage to QuickBooks Online, please do not hesitate to get in touch with us.
Ready to make the switch?
To get a quote for transferring your Sage data to QuickBooks Online, fill out the form below. A member of our team will be in touch with you as soon as possible.
A member of the Accountancy Software Team will get in touch with you shortly. To transfer your data from Sage to QuickBooks Online, we’ll need to get clarification on the questions above and look at your system to assess the data. Please be prepared to grant us access to your Sage through Anydesk.
If you have any further questions, please do not hesitate to get in touch with us on 016120821 or email info@accountancysoftware.ie