Hi. This is Jason from the QuickBooks team.
Dataswitcher helps you move your company's data to QuickBooks Online from other accounting apps.
You’ll see how to move from Sage50 to QuickBooks Online and then check the conversion to make sure everything came over correctly.
Before you go any further in the conversion, it’s important for you to clear your browser’s cache.
To start, go to Quickbooks.intuit.com/dataswitcher...
then enter your email address.
and select 'Let's go'
To prepare for the move to QuickBooks, make sure to read the Moving to QuickBooks Pre-conversion checklist.
It contains important instructions such as cleanup, repair, and backup that help make your transition as smooth as possible.
Also, before you move anything into QuickBooks, you’ll need to reset your QuickBooks account.
Follow this link to learn how.
Once you’ve completed all of the above steps, select Let’s do it.
Enter your contact details so you can receive a notification when the conversion is complete.
Select Next.
Next, you choose how you want your data to convert.
No matter what you choose, QuickBooks imports all of your customers, suppliers, accounts and unpaid invoices and bills.
The difference between the plans is how you want QuickBooks to import historical transactions.
With Simple, QuickBooks summarises your transaction history with journal entries up to the current date.
With Standard, QuickBooks imports your individual transactions from the past two years as journal entries.
And with Pro, you’ll see each individual transaction and retain any matching information, like matching customer payments to their invoices.
If you need QuickBooks to track your inventory,
and it is supported by your QuickBooks subscription plan,
you’ll need to select the Pro plan.
Once you choose an option, you can select extras, such as inventory, extra years of data and more.
Select Confirm.
For the conversion to run smoothly, it’s recommended you perform the following tasks in your current application.
Check each box as you complete the task, or if you’ve already completed it.
Then select Browse on computer...and select the backup file to upload to QuickBooks.
Then acknowledge that you’ve read and understand the conversion limitations and the FAQ.
It can take a few minutes to complete the upload.
Next, log into your QuickBooks Online account.
Then select Connect.
Select the QuickBooks company you want to import your data into and select Next.
The tool checks your data to make sure it’s ready for conversion.
If there’s anything wrong, correct the problem and select Go back and start over.
If everything looks good, select Start to begin the conversion.
You’ll receive an email confirmation with a link to follow your data conversion's progress.
The conversion can take up to 72 hours to complete.
It’s important that you stay logged out of your QuickBooks Online account while your data converts.
After QuickBooks completes your move, you’ll receive another email confirming that your data is ready to review.
You have up to 72 hours to report any issues,
so it’s important to log in as soon as possible to make sure everything looks right.
The easiest way to find problems with the conversion
is to run a report in QuickBooks and compare it to the same report, with the same date ranges, in your previous app.
The best report to run for this check is the Balance Sheet.
From this report you can check if your balances in QuickBooks match what you have in your backup company.
Also, run the post-conversion checklist to run other reports to make sure everything looks right.
If everything looks right, go back to your email...
and select Review conversion...
and Approve.
Now you’re ready to move your data into QuickBooks Online.