Simply Accounting to QuickBooks Data Conversion

In the accounting software market, Both simply Accounting and QuickBooks are two leading accounting softwares that are used. QuickBooks comes under Intuit and Simply Accounting is a part of Sage. There is no doubt that both the softwares are well appreciated and holds a good reputation in the market. However, with the coming updates and requirements in businesses, users need to stick with an efficient and more comfortable choice.

QuickBooks is one such efficient choice which is the most effective and is accurate to hold your financial information. With the help of data conversion process, you can easily shift from Simply Accounting to QuickBooks. Here we are providing you with a guide that will tell you everything you need to know about. With cloudies365, there will be no hassle and migration will be like a cake walk.

What are the Lists and Transactions that can be converted?

Lists that can be converted:

  • Vendors
  • Chart of Accounts
  • Assembly Items
  • Service Items
  • Other Names
  • Inventory Items
  • Employees
  • Non-Inventory Items
  • Customers

Transactions that can be converted:

  • Payroll (converted as Journal Entries because QuickBooks does not support payroll import)
  • Purchase Orders
  • Transfers
  • Vendor Credits
  • Sales Tax Payments
  • Bills
  • Invoices
  • Customer Payments
  • Credit Memos
  • Payroll Liability Checks
  • Estimates
  • Checks
  • Item Receipts
  • Vendor Payments
  • Sales Orders

Why should you consider converting from Simply Accounting to QuickBooks?

As we all know, in the current market, QuickBooks has made itself an efficient reputation that is just up to the par. With all its efforts, it is considerably one of the best accounting solutions in terms of maintaining your financial information and customizing invoices and all of the other sales documents. QuickBooks online is known as a user friendly and accessible accounting software so it makes it easier for you to work from anywhere at any time. Moreover, in case you face any issues with the software, our team will be there to assist you.

What are the steps included to convert Simply Accounting to QuickBooks Data Conversion?

With the help of QuickBooks Conversion tool, you can convert from Simply Accounting to QuickBooks. Here we have mentioned all the steps to convert from Simply Accounting to QuickBooks Online:

Step 1: Take Company File access of Simply Accounting (also commonly known as Sage 50)

  • Start Sage 50 first, and then select the company file you wish to convert.
  • Navigate to Main > Maintain > Users. Configure Security
  • Next, choose the “Data Access/Crystal Reports” tab.
  • Select “With the following login information” now.
  • Change to a new password after that.
  • After completing that, close the Sage 50 and change the password.

Step 2: Download and Run the conversion tool

  • Installing the QuickBooks Conversion Tool.exe is the first step.
  • Next, confirm that the QuickBooks Conversion Tool is being run as an administrator search and right-click on the icon.
  • Select “Run as Administrator” from the menu.
  • Note: Every time you use the Tool, you must Run as an Administrator.

Step3: Browse and Convert the file

  • First, choose the Browse option to choose the Sage 50 company file.
  • In the “Pervasive 32-bit ODBC engine DSN Setup” window, choose the relevant company name as the Database Name.
  • Next, select OK.
  • Now, select Next after entering the right password for the Sage 50 Company file.
  • Select the QuickBooks product you want to convert to, then look through the company file.
  • After completing that, select Next.
  • Unless you select a different place, the default save location is C:\USERS|YOURUSERNAME\MyDocuments.
  • Everything is now prepared for conversion, and the Convert window will show you the finished product.
  • To begin the converting process, choose Convert File.
  • The QuickBooks Conversion Tool starts the conversion process as soon as you click the Convert File button.
  • You must exercise patience because the conversion of your data takes time.
  • When finished, a window labeled “Finished” will appear.
  • Click Open in QuickBooks.
  • Lastly, make sure everything is completed correctly by checking.

Step 4: Analyze the results

It is very important to cross check if all the files have been migrated successfully. In case, there are any missing transactions that you find, then make sure you check out all the failed transaction log files which are located at C:\USERS\YOURUSERNAME\My Documents\Intuit\QuickBooks Conversion Tool.

How to start with the conversion process of QuickBooks Online?

  • Migration to Modern Software
    Step 1: You have to be sure about your product needs- It is very important for your QuickBooks Conversion expert to spend a good amount of time getting to know your company and current system. This will help them in understanding your company’s requirements. Your business’s centric growth and key values are extremely important in order to generate more profit. For this, you’ll need very specific QuickBooks Products like QuickBooks Enterprise, Payrolls, or Field Service Management.
  • Enhanced Business Growth
    Step 2: Arrange and Set the Template- Every business has its own set of requirements. It is important to check if QuickBooks fits your company properly and is able to gather all the data from your current accounting system. For this, you need to double click a part in both the new QuickBooks record and old system during this short period of time. Now you retrieve all your data including reports such as P&L, financial record etc. Not just this, you can include any other data that needs to be switched.
  • Increased Collaborations
    Step 3: Train the team for efficiency- The entire process of transitioning your data requires efficiency. So in order to ensure your data gets migrated in the best way possible, you need to ensure a training team. Training would be beneficial for smooth transitions of your software. Ensuring your team’s efficiency will bring in growth into your business.
  • Organized Financial Records
    Step 4: Review your QuickBooks- This is the most crucial step as with this you will go through your QuickBooks to locate any issue. Many times, it gets very difficult to understand the depth to which your data is important. If once the data is lost, it gets difficult to retrieve it back. This makes it essential for users to double check the imported data. If you still require to move more data, do it from your old system to QuickBooks.
  • Enhanced Business Growth
    Step 5: The Follow up Process- Now that everything is ready you may run your QuickBooks software for a month to see if there are any problems. With the instruction manual, you can get any information that was not able to be retrieved in the process. Moreover, you can enable ongoing monthly or quarterly closing services which will help you stay on the target.

Frequently Asked Questions (FAQs)

Q. What are the things which are possible to be converted in Simply Accounting to QuickBooks Conversion?
Ans. Balances, key lists, and transactions including the following:

  • Employee lists
  • Vendor transactions
  • Customer transactions
  • Account lists
  • Item lists
  • Account balances
  • Customer lists
  • Vendor lists

Q. Payroll information including the following:
Ans. Here are the information

  • Insights and information of payroll ledger account balance.
  • The information of Employee list such as key contact information and social security number

Q. What are the things that cannot be converted in the simply accounting to QuickBooks Conversion?
Ans. Here are the list

  • Payroll information including the following:
  • Payroll items
  • Individual employee wages or reduction information
  • Employee Year-To-Date information
  • Paychecks

Other information includes:

  • Fixed asset items
  • Work tickets
  • Closes orders such as estimated sales orders, and purchase orders.

Q. What are the main reasons behind a shift from simply accounting to QuickBooks Online?
Ans. When it comes to small and medium sized businesses, QuickBooks is the most effective one. It has a highly accessible user friendly plan which makes it an obvious choice in the market. When migrating, it even assures a 100% migration plan. All of your important choices like the Trial Balance, Profit, Loss, and Balance sheets in QuickBooks will exactly match your Sage 50 Data.

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