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April 4, 2022
Question

How to migrate a client from sage into my quickbooks online accountant version?

  • April 4, 2022
  • 1 reply
  • 0 views
I get an error when using dataswitcher. It says I already have data in my file, which I do because it's my own data and it tells me to disable the tax feature.

1 reply

April 4, 2022

Hi dunrobinbookkeep,

 

Thanks for reaching out here.  Welcome!  QuickBooks Online is a dynamic cloud based accounting software that allows you to work any time from anywhere.  It's important that you're able to successfully migrate your data from Sage and get back to business as soon as possible.  I'll be happy to help!

 

Before converting Sage 50 data to QuickBooks Online, it's essential to review the Pre-migration checklist found in this guide.  Data can't be migrated into a QuickBooks Online company that has existing data.  You can purge the company if it's less than 90-days old to get a fresh start rather than canceling the account and starting over.  

 

Should you require additional assistance with the conversion process, please contact Sage 50 customer support.   

 

Feel free to reach back out if you have other questions.  We'd be glad to assist!