Before beginning the conversion process, it's essential to evaluate your current system and prepare your data. The first step is to export specific data elements from Sage 100 that can be transferred to QuickBooks. These include:
The primary method for exporting data from Sage 100 is through CSV (Comma Separated Values) or Excel (XLS/XLSX) file formats. This approach ensures compatibility with QuickBooks' import functionality and allows for proper data mapping during the conversion process.
Financial Records When converting your financial data, focus on transferring these critical elements:
Customer and Vendor Information Ensure all contact details, payment terms, and historical transaction records are properly exported and organized for import into QuickBooks.
Create a complete backup of your Sage 100 data before beginning any conversion process. This serves as a safety measure and reference point for verification.
Work with a QuickBooks data conversion specialist to assess your current accounting system, data structure, and technical specifications.
Create a detailed mapping structure that aligns Sage 100 fields with their corresponding QuickBooks fields. This is crucial for maintaining data integrity and ensuring accurate conversion.
Account Structure Changes
Tax Handling Custom sales tax rates from Sage 100 will convert to standard rates in QuickBooks, with separate tax adjustment entries created to maintain accuracy.
The ideal time to perform the conversion is at the end of a fiscal period - either month, quarter, or year - after all transactions have been closed. This approach minimizes disruption and ensures cleaner financial reporting.
Your conversion specialist should help you select the appropriate QuickBooks version based on:
For businesses requiring ongoing integration between systems, middleware platforms can facilitate data sharing between Sage 100 and QuickBooks Enterprise. This may be necessary for:
After conversion, verify:
Perform comprehensive testing of:
Challenge: Job Costing Data Job costing information may not transfer directly to QuickBooks Online. Solution: Use third-party apps from the QuickBooks App Center to maintain job costing functionality.
Challenge: Complex Transactions Some complex transaction types may not convert automatically. Solution: Manual entry or specialized conversion tools may be required for certain transaction types.
Documentation
Training
Consider engaging professional conversion services for:
Conversion costs vary based on complexity:
After conversion, implement these practices:
Plan for:
The conversion from Sage 100 to QuickBooks requires careful planning and execution, but with proper preparation and professional assistance, organizations can successfully transition while maintaining data integrity and business continuity. The key to success lies in thorough preparation, careful data mapping, and comprehensive testing before, during, and after the conversion process.
Citations: [1] https://ebetterbooks.com/services/quickbooks-data-conversion/sage-100/ [2] https://quickbooks.intuit.com/learn-support/en-us/other-questions/sage-100-contractor-to-quickbooks-enterprise-migration/00/1353845 [3] https://quickbooks.intuit.com/learn-support/en-us/install/conversion-from-sage-100/00/765882 [4] https://quickbooks.intuit.com/learn-support/en-us/install/i-am-in-the-process-of-switching-from-sage-100-to-qbo-i-would/00/548785 [5] https://www.clarity-ventures.com/integrations/sage-100-quickbooks-enterprise-integration [6] https://www.reddit.com/r/Bookkeeping/comments/wqy33x/switching_from_sage_to_quickbooks/ [7] https://www.fourlane.com/sage-100-to-quickbooks/