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C
cdb2
April 27, 2021
Question

Import issues from Sage 50

  • April 27, 2021
  • 1 reply
  • 0 views

Hi,

 

Anyone have experience fixing the chart of accounts when importing from Sage 50?

 

New QBO account here...used the dataswitcher to import the last 2 years worth of data from Sage 50. The total assets/libailities/equity/revenues add up fine, but the sub accounts do not. For example chequing account = total cash, and savings account is listed under other current assets. In Sage it was obviously chequing + savings = total cash. Same with all revenue categories - they are randomly placed instead of keeping the same order and sub totals as in Sage. 

 

I called QBO support - they referred me to dataswitcher. I emailed dataswitcher (can't find phone number) - and they say it's not part of their functionality and I need to speak with QBO. Called back QBO - essentially useless. 

 

Anybody can assist?

 

Thank you

 

1 reply

T
Tammy_H
April 27, 2021

Hi cdb2,

 

Welcome to the QuickBooks Online family. At QuickBooks, we strive to provide you with quality customer service, and it looks like we missed the mark. I want to turn this experience around for you and make it a positive encounter.

 

When you move the data from one program to another, there's information that doesn't always migrate smoothly. This is due to the different setups, programming functions, and field mapping. It is just a few minor adjustments to clean up your Chart of Accounts. 

 

Here's an article and a video tutorial that you can follow while making your edits: 

When you're going through your accounts, you can decide whether they should be subaccounts.

 

In the case that you have further questions, I'd be happy to help you. Have a good day!

C
cdb2Author
April 28, 2021

It seems like this should be basic functionality included in Quickbooks...

 

In other threads there are all these cryptic posts from users asking for users' emails addresses in private messages, offering third party apps that do the import. Why doesn't Quickbooks offer this natively...

 

Fiat Lux - ASIA
Fiat Lux - ASIA
April 28, 2021
@cdb2 wrote:

Why doesn't Quickbooks offer this natively...

 

 

@cdb2 

Converting data between apps needs days or even weeks to complete and you have to focus to avoid any rework. They won't spend their resources only to convert data from another app and the user may cancel their QBO account a month later.

 

You may have 2 options

1. Utilize an importer tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.

Contact us in private for details.

 

Hopefully my reply is not a cryptic one.

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